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Envision Financial Systems’ digital investor and rep portal recognized for web accessibility

Envision commits to digital accessibility for investors and reps

Costa Mesa, Calif., April 13, 2023—Envision Financial Systems, the leading provider of real-time investor recordkeeping solutions, has established an ongoing program to ensure digital accessibility of its online portal for investors and financial advisors to open accounts, process transactions and access shareholder documents.

“Envision is committed to digital accessibility, including conforming to current Web Content Accessibility Guidelines,” said Prithvi Hariharan, chief technology officer at Envision. “We’re proud of the work we have done to enhance our web portal to provide better access for all users.”

Envision’s device-responsive investor and rep portal achieved Web Content Accessibility Guidelines 2.1 Level AA compliance in an independent review conducted by Level Access, a leader in helping organizations ensure accessible and legally compliant websites, mobile apps, software, and other technology. The product was tested against all 50 success criteria with the Web Content Accessibility Guidelines (WCAG) 2.1 Conformance Level A and AA. This review included automated tools and manual testing by sighted and non-sighted accessibility experts.

Based upon the results of this independent audit, Envision now has a Voluntary Product Accessibility Template (VPAT) it can share with its clients.  The VPAT provides a detailed assessment of the Envision standard internet portal against the Web Content Accessibility Guidelines 2.0, and 2.1, Section 508 standards published January 18, 2017, as corrected January 22, 2018, and EN 301 529 Accessibility requirements for ICT products and services v 3.1.1 and 3.2.1.

“Our internet portal is a powerful tool for investors and their advisors, even allowing the creation of model portfolios based on answers to a risk-assessment questionnaire,” said Hariharan. “It’s important to us that all users have access to the full range of Envision features. We are committed to a development path that prioritizes accessibility and access from any device, including mobile.”

Envision’s internet portal, branded PAPort, is integrated with its PowerAgent core recordkeeping system. These and other software modules make up the Envision Investor Management Suite.

About Envision Financial Systems, Inc.

Envision is the leading real-time investor accounting platform provider, helping its clients identify and solve problems with innovative and flexible solutions. For more than 25 years, asset managers, administrators, 529 program managers, and brokers have relied on Envision’s solutions to automate processing and optimize efficiency. In total, Envision supports more than $4.2 trillion of investor assets. Founded in 1994, Envision is headquartered in Costa Mesa, Calif. and also serves clients from offices in Denver, CO, Owings Mills, Md., and Bangalore, India. Learn more at www.enfs.com.


Envision Financial Systems, Inc.
John Gray
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Phone: (714) 247-0030
Fax: (714) 247-0029
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