Slide The No. 1 mutual fund shareholder accounting software, according to the 2020 Mutual Fund Service Guide Slide Handling 11,300+ CUSIPs, 17.4 million accounts and over $3.9 trillion in assets under administration Slide 2020 Industry Awards Finalist in the Technology Providers: Client Onboarding/New Account Opening category

Our Commitment

Since 1994, our products and services have helped asset managers and financial service providers account for and analyze investor data.

We are dedicated to facilitating our clients’ growth by providing flexible software and services that accommodate the industry’s constant change.

Our flexible, nimble approach means clients can quickly bring new efficiencies to their operations—while increasing stakeholder satisfaction from the back office to the end-client investor.

Envision products & services are dedicated to helping our clients:

  • Stay ahead of regulatory changes

  • Access and analyze real-time data

  • Protect data in all its states

  • Improve stakeholder satisfaction, from the back office to the end investor

  • Streamline and speed up business processes

  • Simplify data aggregation & reporting

  • Accommodate alternatives and other emerging products

  • Achieve seamless software integration

Envision provides award winning investor recordkeeping software

Winning Recognition

2018 NICSA NOVA Award for Innovation in Distribution;

2020 Finalist

Envision joins hands with the financial services industry to solve investor recordkeeping challenges

Partnering Across the Industry

Across traditional and alternative categories, helping move the industry forward

Envision is the #1 investor recordkeeping lease provider

Serving 450+ Investment Companies

11,300+ CUSIPS and 17.4 million fund accounts


Envision Financial Systems represents the quintessential American success story, growing from lunch meetings in a Newport Beach park to a successful North American company headquartered in Costa Mesa, California.

Envision was founded by Satnam Gambhir and Tim Kan. The two met in 1988 through their work in the financial services industry, specifically with investment management and accounting systems for brokerage houses and mutual fund companies.

Both Satnam and Tim observed problems with legacy mainframe-based technology applications and envisioned a future with more nimble, contemporary technology in the financial services marketplace. Taking their vision and observations, the two decided to form Envision in 1994, which would focus on contemporary shareholder accounting systems built on open technologies.

Since then, Envision has grown its business by partnering with firms, listening to clients’ needs and delivering innovative, tailored solutions.


Satnam Gambhir, CEO

Satnam Gambhir, CEO & Chief Design Officer

Satnam Gambhir is co-founder, Chief Executive Officer and Chief Design Officer of Envision Financial Systems. Satnam provides day-to-day oversight of the research and development divisions and implements the Company’s long and short term plans.

Tim Kan, President

Timothy Kan, President & Chief Strategy Officer

Tim Kan is co-founder, President and Chief Product Strategy Officer of Envision Financial Systems. Tim provides strategic leadership for the company by working with the Board and management to establish long-range goals, strategies, plans and policies.

Brian Jones, EVP, Envision Financial Systems

Brian Jones, Executive Vice President

Brian Jones is Executive Vice President for Envision Financial Systems. Brian is responsible for Marketing, Business Development, Client and Vendor Administration, Strategic Partnerships, and Product and Company planning.

Tom Wiedecker, EVP & Chief Client Officer

Thomas Wiedecker, Executive VP & Chief Client Officer

Tom Wiedecker is the Chief Client Officer of Envision providing direction and oversight for all aspects of client service and product management from our Maryland office. He is also actively engaged with our business partners and industry workgroups.

Prithvi Hariharan, Chief Technology Officer

Prithvi Hariharan, Executive VP & Chief Technology Officer

Prithvi Hariharan is Chief Technology Officer for Envision Financial Systems. He is responsible for determining the strategic direction of the company’s technology offering. He also oversees the product engineering, global delivery, and application delivery groups.

Harprett Kwatra, Chief Solutions Officer

Harpeet Kwatra, Chief Solutions Officer

Harpreet Kwatra is Chief Solutions Officer for Envision Financial Systems. Harpreet is responsible for software solutions development for the increasingly complex problems and challenges faced by our industry.

John Gray, Sr. Vice President

John Gray, Senior Vice President

John Gray is Senior Vice President for Envision Financial Systems. John is responsible for corporate and product marketing, contract management, financial analysis and modeling, Partner/ Vendor management, and select sales management.

Kelly Lynch, SVP

Kelly Lynch, Senior Vice President, Business Development

Kelly Lynch is Senior Vice President for Envision Financial Systems. Kelly is responsible for helping Asset Managers, Broker Dealers, and other financial intermediaries’ assess their mutual fund processing operations and educating them on how Envision’s platform may be a more suitable alternative.

Tom Ulrich, Director Application Delivery

Tom Ulrich, Director, Application Delivery

Tom Ulrich is Director of Application Delivery for Envision Financial Systems. Tom is primarily responsible for the delivery of Envision’s Software as a Service technology solutions, information security and risk assessment program.

Anuradha Ghattamaraju, Head of Software Delivery

Anuradha Ghattamaraju, Head of Global Delivery

Anuradha Ghattamaraju is Head of Global Delivery for Envision Financial Systems.


Whether you have your own partnership or want to leverage one of ours, partnerships are the cornerstone of our approach to client relationships and product development. We believe that working with partners who have expertise outside of your core competency is the sign of a smart company and strengthens your firm and products.

The open and flexible nature of our products allows us to work with industry leaders to provide you integrated best-in-class products and retain any partnerships you may already have.

Envision partners with the following firms for specialty expertise:

Financial Statement Services Inc.

  • Leader in highly customized variable-data printed and electronic document production and distribution solutions.
  • Offer shareholder statement and correspondence fulfillment.


  • Leader in customized managed hosting environments for on-demand systems.
  • Provides the hosting and infrastructure management of Envision product suite.

Microsoft Corp

  • A world leader in business software.
  • Provides the core technology of Envision’s products.

Portford Solutions

  • A leader in image capture and document management technology.
  • Powers PAWorx, our imaging and workflow solution.


  • Leading provider of sales distribution attribution technology and services.
  • Provider of Clarity Compliance.