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
2018 NICSA NOVA Award for Innovation in Distribution;
2020 WealthManagement.com Finalist
Partnering Across the Industry
Across traditional and alternative categories, helping move the industry forward
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 & 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.
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, 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.
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 is Chief Technology Officer for Envision Financial Systems. He is responsible for determining the strategic direction of the company’s technology offering and oversees the product engineering group.
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, 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.
Shan Dagli, Head of Intermediary Solutions
Shan Dagli is the Head of Intermediary Solutions for Envision Financial Systems. Shan is responsible for overseeing all aspects of the FundKeeper platform.
Kelly Lynch, Senior Vice President, Business Development
Kelly Lynch is Senior Vice President for Envision Financial Systems. Kelly is responsible for helping financial intermediaries’ assess their mutual fund processing operations and educating them on how Envision’s FundKeeper platform may be a more suitable alternative.
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 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:
- Leading provider of fulfillment management systems.
- Provide daily operational support to Clarity Compliance.
- 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.
- A world leader in business software.
- Provides the core technology of Envision’s products.
- A leader in image capture and document management technology.
- Powers PAWorx, our imaging and workflow solution.