May 9, 2018 | PRESS RELEASE |
(Costa Mesa, CA, May 9, 2018) – Envision Financial Systems, Inc., a leading provider of real-time mutual fund shareholder recordkeeping technology, was named as one of six finalists for the Benzinga Global Fintech 2018 Awards in the Best Trading Execution Platform or Brokerage category. The annual awards recognize outstanding achievements and highlight top initiatives in the fintech industry.
Envision Financial Systems is being recognized for its innovative FundKeeper platform, which was launched in 2017 in collaboration with U.S. Bancorp Fund Services. FundKeeper is a full-service mutual fund shareholder servicing solution designed the way financial intermediary firms work with mutual fund companies. FundKeeper features an adaptive online portal that provides intermediaries and their clients with real-time access to account and trading information in one place, across multiple fund families without the need for a brokerage account and the associated fees and complexities.
“We consider FundKeeper a ‘better-than traditional brokerage solution’ because it offers better economics, automated real-time suitability, a single source for all investor mutual fund data, and an efficient and transparent front-end account opening process.” said Brian Jones, Executive V.P. of Envision. “We’re thrilled that our team’s hard work has been highlighted among a pool of such talented companies.”
A panel of judges made up of experts from Google, J.P Morgan, Fidelity and other industry leaders reviewed the nominations submitted for this year’s Global Fintech Awards. Winners will be announced on May 15 at an awards gala in New York. The event will also include panel discussions, speakers from top Wall Street and Silicon Valley firms, live-demos from fast-growing tech start-ups and networking opportunities.
About Envision Financial Systems, Inc.
Founded in 1994, Envision Financial Systems, Inc. is a premier provider of real-time mutual fund recordkeeping technology and outsource solutions. Using in-depth knowledge of the industry and listening to its customers, Envision’s solutions enable firms with subaccounting needs to consolidate and control investor activity, increase representative and investor satisfaction, and help mitigate operational and economic risks. Envision supports over 465 investment companies, comprised of over 15,200 CUSIPS representing over $3.7 trillion is client assets. Envision’s headquarters are in Costa Mesa, California, with offices in Owings Mills, Maryland, Denver, Colorado and Bangalore, India. For more information, visit www.enfs.com.
About U.S. Bancorp Fund Services, LLC
Headquartered in Milwaukee since 1969, U.S. Bancorp Fund Services LLC provides single-source solutions to support a variety of investment strategies and products including mutual funds, alternative investments, open-end, closed-end, and exchange traded funds. The division currently services 552 fund families comprised of 3,335 portfolios, 4,154 fund classes, and 3.4 million shareholder accounts with $1.04 trillion in client assets. U.S. Bancorp Fund Services is a subsidiary of U.S. Bank, the fifth largest commercial bank in the United States. Visit U.S. Bancorp Fund Services on the web at usbfs.com.
Envision Financial Systems, Inc.
Envision Financial Systems, U.S. Bancorp Fund Services, LLC and its affiliate Quasar Distributors, LLC have come together to offer FundKeeper.
Investment products are NOT insured by the FDIC or any other federal government agency; Are NOT deposits of or guaranteed by the Bank or any Bank affiliate; MAY Lose Value.
Quasar Distributors, LLC, Member FINRA, SIPC. To check the background of this firm, visit BrokerCheck by FINRA
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