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:
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
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.