Envision Financial System Logo

Gryphon Fund Group selects Envision Financial Systems in launching third-party transfer agency services

More third-party mutual fund transfer agents use Envision software than any other for investor recordkeeping

Costa Mesa, Calif., September 7, 2022—Envision Financial Systems, the leading provider of real-time investor recordkeeping solutions, announced Gryphon Fund Group has licensed the Envision investor management product suite to support the strategic expansion of its solution set to include third-party transfer agency services. Gryphon completed its first TA conversion in May 2022 for IDX Advisors, and others are in process. Gryphon selected the Envision Investor Management Suite for its ability to efficiently manage all types of pooled investment products, and its ability to easily adapt to change.

“As fund managers innovate, TA’s need agile, open systems and partners more than ever before,” said Brian Jones, executive vice president at Envision. “From our first conversations, the Gryphon team was looking far down the road to make sure they’d be able to address not only today’s needs for real-time data access but also new investor and operational demands, including investment product complexities as they emerge.”

Gryphon’s TA services rounds out its complete, integrated solution set that also includes fund administration, accounting, tax and AML services. Gryphon services funds, management companies and general partners. Its client base includes more than 100 funds totaling more than $6 billion of assets under management. Founded in 2016 by Chris MacLaren, the firm rebranded to Gryphon Fund Group in 2021 to coincide with the rollout of its registered fund service offering.

“Throughout our growth we’ve focused on putting client service first,” said Gordy Jones, head of fund and tax administration at Gryphon. “That’s propelled our growth—and has allowed us to execute on our original strategic vision of adding transfer agency services to complete our service stack.”

Brandon Byrd, director of TA services at Gryphon, said, “We wanted a flexible and efficient investor recordkeeping system that would accommodate our growth wherever it takes us. Envision’s open architecture, user-friendliness and knowledgeable team made it clear this was the right foundation for Gryphon to build its TA services upon.”

Envision has provided adaptable, flexible software for investor recordkeeping since 1994. More third-party mutual fund transfer agents use Envision software than any other for investor recordkeeping. Envision’s system enables TA’s to easily manage all kinds of pooled investment products, from mutual funds to common/collective income trusts and real-estate investment trusts via a user-friendly system.

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. Broker-dealers, insurance companies and other intermediaries use Envision’s sub-accounting systems to meet compliance, advisor, back-office and investor needs. 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.

About Gryphon Fund Group

Gryphon is a Cleveland, OH based Fund Administration firm, servicing both registered and private investment companies. Servicing more than 100 funds with over $6 billion in assets under administration, Gryphon's client base includes Mutual Funds, Venture Capital Funds, Private Equity Funds, and Hedge Funds.  Find more at www.gryphongroup.us.



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

Phone: (714) 247-0030
Fax: (714) 247-0029
Email Us