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.

Sophisticated

Can provide reporting so investors receive consolidated data for tracking contribution limits as well as IRS 1099Q basis and earnings calculations
Supports mutual funds, alternative investments, institutional money markets, offshore funds and protected principal funds
Contains built in regulatory compliance and quality controls
Offers more than 100 industry-standard reports

Flexible

Supports K-12, college savings and ABLE Act plans
Allows plan administrators to view and control activity at the account and plan level to administer their own 529 and ABLE Act plans
Helps administrators manage account types, contribution limits, investment options, age-based realignments and other parameters for 529 plans and ABLE Act programs through configurable system components
Leverages APIs to facilitate real-time integration of participant and beneficiary data with other enterprise systems

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.

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News & Insights for 529 & ABLE Act Providers

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

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