September 20, 2019  |  PRESS RELEASE |

(Costa Mesa, Calif., Sept. 20, 2019) – Envision Financial Systems, Inc., a leading provider of real-time investor recordkeeping technology, today announced that Head of Alternative Investment Solutions Mike Huisman will attend and speak at IPAVision 2019, to be held Sept. 23-25 at the Fairmont Royal York in Toronto.

Over three days in Toronto, attendees of IPAVision 2019 will showcase the future of portfolio diversifying investments. Leading asset managers, broker-dealers, RIAs and industry business partners from across the PDI industry will deliver actionable insights.

Huisman will speak at a breakout session on Tuesday, September 24 from 11:30 am to 12:15 pm titled, “Assessing Risk and Charting the Smart Path Forward with Current Technology.” The session will examine:

  • How stakeholders can mitigate risks throughout the lifecycle of an alternative investment;
  • The latest tools and resources available to manage a client’s portfolio; and
  • New efficiencies being realized through advancements in process technology.

He will also participate in a “Next Generation Leaders” invite-only session the day before.

Huisman is involved in several REIT industry user groups including ADISA, as well as former chair for the Institute for Portfolio Alternatives (IPA) Technology group and member of the DTCC advisory board. He has served on the Statistical Advisory Group at the Investment Company Institute (ICI). Most recently, he was asked to join the NICSA Data Analytics Committee. Huisman has a degree in Computer Science from Iowa State University and a certification in Data Science and Applied Analytics from Rockhurst University.

About the Institute for Portfolio Alternatives

The Institute for Portfolio Alternatives (IPA) provides national leadership for the Portfolio Diversifying Investments (PDI) industry. It brings together the top asset managers, product distribution partners and industry service providers – new and established – who are dedicated to driving transparency and innovation in the marketplace. Through advocacy and industry-leading education, the IPA is committed to expanding access to real assets and creating more opportunities for retail investors to effectively balance their portfolios. IPAVision 2019 will be held from September 23-25 at the Fairmont Royal York in Toronto. For information, visit the conference website.

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 470 investment companies, comprised of over 16,290 CUSIPS representing over $3.8 trillion in 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

Envision Financial Systems, Inc.
John Gray
(949) 579-9193