Alternatives Sponsors
Meet today’s challenges & tomorrow’s opportunities.
30% of the top 10 alternative sponsors on the 11/2021 Stanger Report are supported by our technology.
They say the creative geniuses behind many alternative investment strategies are continually looking beyond investor needs of today. Well shouldn’t their recordkeeper be there with them?
Enter Envision Investor Management Suite for alternatives, a flexible, integrated, real-time cloud-based recordkeeping and investor accounting solution built to adapt to a sponsor’s—or intermediary’s—innovations.
When it comes to recordkeeping, most alts issuers have a pretty simple checklist:
- Scale easily when I’m successful
- Use rules-based processes to keep me out of the headlines
Has API integration that plays well with the rest of my technology stack
- Go easy on my bottom line
Let us tell you more about how the Envision Investor Management Suite for alternatives checks the boxes. Call us at (949) 407-7523 or contact us.
And, for a deeper dive into technology, visit our Envision Investor Management Suite product page.
News & Insights for Alternatives Sponsors
Technology Decisions Can Support Investor Loyalty
Many alternative investment sponsors have dedicated themselves to fundraising opportunities in recent years, generating record-breaking growth stats. Last year was a banner year with $86.1 billion in inflows, more than three times the 2020
Envision Financial Systems debuts asset modeling capabilities
Costa Mesa, Calif., Jan. 19, 2022 – Envision Financial Systems, Inc., the leading provider of real-time investor recordkeeping technology and services, announced the launch of an enhancement to Envision’s core recordkeeping system that lets
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