August 21, 2019  |  PRESS RELEASE |

Costa Mesa, CA (August 21, 2019) – Envision Financial Systems, Inc., a leading provider of real-time mutual fund shareholder recordkeeping technology, has been named a finalist in the 2019 Fund Intelligence “Fund Operations and Services Awards” in the Best Cloud Solution category.

The 2019 Fund Operations and Services Awards recognize outstanding contributions made by business, operations and technology leaders at asset management and service provider firms over the past 12 months. Envision is being recognized specifically for its solutions in providing nimble cloud-based technology solutions.

While currently supporting both on-premise customers and cloud-based customers, most new accounts opened with Envision are cloud-based. “For many in the industry, the transition from premise-based to cloud-oriented solution takes years; Envision’s flexible technology and strong partnerships with other tech industry innovators allows more agile navigation of the transition process,” said Brian Jones, executive vice-president for Envision Financial Systems.

The full list of award categories and shortlisted firms can be found on the Fund Intelligence website. Winners will be announced on Oct. 10 in New York.

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