Envision Investor Management Suite
The control you’ve always wanted.
Built atop the core recordkeeping system that powers most everything we do, the Envision Investor Management Suite is a flexible, modular set of tools to handle just about any operating challenges a pooled investment vehicle can throw at it.
The Investor Management Suite:
- Reduces cost & complexity with an open design and SaaS implementation
- Consolidates multiple systems in a modular structure that’s easy to customize
- Enables staff to answer questions across accounts from a single screen
- Increases back-office productivity with user-friendly interfaces
- Provides real-time data integration—no waiting for batch processing
Platform Overview

Recordkeeping System Capabilities
The Envision Investor Management Suite is a real-time, configurable shareholder recordkeeping system that:
- Supports mutual funds, alternative investments, college savings plans, institutional money markets, offshore funds and protected principal funds
- Provides integrated cost basis accounting
- Delivers fully integrated NSCC transaction processing
- Contains built in regulatory compliance and quality controls
- Complies with all aspects of Money Market Reform and FATCA
- Allows on premise or Software as a Service implementations
Business Process and Information Delivery Capabilities
The core recordkeeping system is the engine that powers tightly integrated technology to create efficient and effective real-time business processing and data delivery solutions.
Let’s talk.
News & Insights
Meet the Envisionaries: Megan MacDonald
Meet the Envisionaries: Megan MacDonald The “Meet the Envisionaries” series introduces team members from across the business. Today we're featuring Megan MacDonald, Director of Subaccounting Operations, who plays a significant role in the company's subaccounting
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
Meet the Envisionaries: John Gray
The “Meet the Envisionaries” series introduces team members from across the business. John Gray, Senior Vice President, “Envision is a place where employees can apply their talents in ways that make a real impact on
Meet the Envisionaries: Kelly Nixon
The “Meet the Envisionaries” series introduces team members from across the business. Kelly Nixon, Relationship Manager and Manager of Client Support Operations, says, “When it comes to investment product recordkeeping, there are many moving parts