529 & ABLE Act Providers
Smart College Savings & ABLE Act Solutions
When it comes to providing specialized recordkeeping services for educational funds, we owe it all too some really great teachers.
The Envision Investor Management Suite for 529 participants was designed from the ground up with input from 529 Industry experts with practical day-to-day plan experience. The result: An application with the sophistication and flexibility to help manage the relationship, compliance and recordkeeping needs of 529 and ABLE Act plans.
We helped write the textbook on educational and ABLE Plan administration. Let us teach what we know.
Call us at (714) 247-0030 or contact us.
News & Insights for 529 & ABLE Act Providers
Meet the Envisionaries: Megan MacDonald
Meet the Envisionaries: Megan MacDonald The “Meet the Envisionaries” series introduces team members from across the business. Today we're featuring Megan MacDonald, Director of Subaccounting Operations, who plays a significant role in the company's subaccounting
Envision Financial Systems’ digital investor and rep portal recognized for web accessibility
Envision commits to digital accessibility for investors and reps Costa Mesa, Calif., April 13, 2023—Envision Financial Systems, the leading provider of real-time investor recordkeeping solutions, has established an ongoing program to ensure digital accessibility
Meet the Envisionaries: John Gray
The “Meet the Envisionaries” series introduces team members from across the business. John Gray, Senior Vice President, “Envision is a place where employees can apply their talents in ways that make a real impact on
Meet the Envisionaries: Kelly Nixon
The “Meet the Envisionaries” series introduces team members from across the business. Kelly Nixon, Relationship Manager and Manager of Client Support Operations, says, “When it comes to investment product recordkeeping, there are many moving parts