April 23, 2019 | PRESS RELEASE |
(Costa Mesa, CA, April 23, 2019) – Envision Financial Systems, Inc., a leading provider of real-time mutual fund shareholder recordkeeping technology, will be a sponsor at this year’s Docupace Annual Customer Conference, April 23-25 in San Diego. The conference brings broker-dealer and RIA executives together with technology, regulatory and security professionals.
Earlier this year, Envision Financial Systems’ integrated is core investor subaccounting recordkeeping system with Docupace to fully automate the mutual fund account opening process for independent broker-dealers and other advisory firms. Through the integration, advisory firms and their reps can provide customers with a truly automated and streamlined mutual fund account opening experience, eliminating the need to mail paper applications and checks to open and fund customer accounts. Customers can view their mutual fund account information in one online portal, which is controlled by and branded for the advisory firm.
Envision and its technology has received industry recognition for its innovative approach to solving challenges with direct-at-fund processing. Learn more at fundkeeper.enfs.com.
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 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.
Envision Financial Systems, Inc.