News & Views Archives - Envision Financial Systems

Blockchain, Envision, News & Views, Tokenized Assets

Tokenized Funds, Transfer Agents & the Envision Digital Assets Platform

So far, most tokenized products are money-market or Treasury funds with institutional-investor...

Envision’s Vision for AI in Investor Recordkeeping and Subaccounting

We’ve been talking with clients and industry partners—and testing AI tools ourselves—we�...

Envision Financial Systems Associates Named Nicsa Emerging Leaders

Megan MacDonald and Madheswaran Jeyapal honored for industry impact Costa Mesa, CA, Nov. 19,...

A few things to consider about ETF share classes

November 2025 update: Envision’s Mike McNeil, Strategic Client Success Executive, is a membe...

Distributors are needing to be “picky” over interval funds—manual processes partly to blame

By Kelly Lynch There’s an apparent disconnect between fund families’ enthusiasm for semi-l...

Meaning of ‘Alts’ still thorny as both TAs and BDs pursue scale

By Kelly Lynch This post is a brief reflection from the winter-spring conference season for op...

The “old pipes” problem

By Kelly Lynch Last week Ignites reported on an industry survey conducted by Broadridge. The...

Three takeaways from the Retail Alts panel at ICI Innovate

By Tom Wiedecker Earlier this month I had the privilege of participating on a panel discussion...

Envision Financial Systems Onboards UMB Fund Services’ Transfer Agency to Envision Investor Recordkeeping Platform

Automates processes for all mutual and alternative fund types, including interval, tender-offe...

Nicsa presents Envision CEO Satnam Gambhir with Lifetime Achievement Award

On October 29, 2024 in Boston, Nicsa presented Envision Co-Founder and CEO Satnam Gambhir with...

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