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
A value proposition for alts managers
September 21, 2021 | BLOG POST | By Lani Oneil The alternative investments world is afire with creativity and growth.1, 2, 3 As sponsors continue to advance their businesses, their investor recordkeeping systems need
Lani Oneil explains three benefits of working with Envision
June 17, 2021 | VLOG POST | By Lani Oneil In this video, Lani Oneil covers three of the benefits alternative investment sponsors get when working with Envision: flexible technology, risk mitigation, and cost
Lani Oneil discusses the three most common AIP challenges
June 8, 2021 | VLOG POST | By Lani Oneil In this 2-minute video, Lani Oneil explains the three most time-consuming investor recordkeeping tasks we are finding in the market: client onboarding, distribution processing,
Technology shopping takeaways from the ‘real economy’ on the true cost
April 8, 2021 | BLOG POST | By Lani Oneil With all the information available to us with a few keystrokes, consumers are more prepared and informed about a product before they buy it.