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
Meet the Envisionaries: John Gray
The “Meet the Envisionaries” series introduces team members from across the business. John Gray, Senior Vice President, “Envision is a place where employees can apply their talents in ways that make a real impact on
Meet the Envisionaries: Kelly Nixon
The “Meet the Envisionaries” series introduces team members from across the business. Kelly Nixon, Relationship Manager and Manager of Client Support Operations, says, “When it comes to investment product recordkeeping, there are many moving parts
Meet the Envisionaries: Ashish Jalan
What’s your role at Envision? I currently head the Global Operations and Training for Envision. I also serve as an Executive Director at Envision India. I work on client implementations, mutual fund operations and production
Envision Financial Systems’ 2022 Big-Think Mini Survey finds alignment of firms’ priorities & efforts across five tech trends
AI, seamless connectivity most relevant to securities processing & back-office operations Costa Mesa, Calif., Dec. 15, 2022 —Envision Financial Systems, the leading provider of real-time investor recordkeeping solutions, shared results of its 2022 Envision Big-Think