June 29, 2020  |  PRESS RELEASE |

(Costa Mesa, Calif., June 29, 2020) – Envision Financial Systems, Inc., a leading provider of real-time investor recordkeeping technology and transfer agency services, was named a finalist in the WealthManagement.com 2020 Industry Awards in the Technology Providers: Client Onboarding/New Account Opening category. The finalist nomination recognizes Envision’s success in replacing manual account-opening processes for alternatives products with straight-through, no data entry, processing.

Advisors and their clients are relieved of the manual data entry and hard-copy forms that have continued to plague the alternative investment space.

“Opening a new account shouldn’t have to take 20-40 days,” said Satnam Gambhir, CEO and chief design officer at Envision. “We are honored to be recognized for efforts to transform this cumbersome, paper-based process into a complete digital experience with an API toolset that can connect with all major on-boarding service providers and can cut the process down to as little as one day.”

Brian Jones, executive vice president at Envision, said, “Individual investors have demonstrated a growing appetite for

alternative investments, but these complex products are notorious complicated and error prone processing. Some sponsors have told us that up to 40% of their new subscriptions need to be resubmitted. We’re excited to be working with other industry leaders to tackle this problem for sponsors that distribute portfolio alternative products via independent broker-dealers and registered investment advisors.”

The awards program, commonly referred to as “the Wealthies,” recognizes organizations that demonstrate outstanding achievement in support of financial advisor success. A panel of independent judges received 625 entries from 221 companies. Winners will be announced Sept. 10.

To view a list of finalists, visit https://informaconnect.com/wealthmanagementcom-2020-industry-awards/categories-and-criteria/.

About Envision Financial Systems, Inc.

Founded in 1994, Envision Financial Systems, Inc. is a premier provider of real-time investor recordkeeping technology and outsource solutions. Using in-depth knowledge of the industry and listening to its customers, Envision’s solutions enable firms with subaccounting needs to consolidate and control investor activity, increase representative and investor satisfaction, and help mitigate operational and economic risks. Envision supports over 450 investment companies, comprised of over 11,300 CUSIPS representing over $3.9 trillion is client assets.  Envision’s headquarters are in Costa Mesa, California, with offices in Owings Mills, Maryland, Denver, Colorado and Bangalore, India. For more information, visit www.enfs.com.

Envision Financial Systems named 2020 WealthManagement.com Industry Awards Finalist

Envision Financial Systems named 2020 WealthManagement.com Industry Awards Finalist for breaking STP barrier for alternative investments.

Envision Financial Systems, Inc.
John Gray
(949) 579-9193