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
Technology shopping takeaways from the ‘real economy’ on the true cost
April 8, 2021 | BLOG POST | By Lani Oneil With all the information available to us with a few keystrokes, consumers are more prepared and informed about a product before they buy it.
Lani Oneil discusses automating your Investor Relations
March 31, 2021 | VLOG POST | By Lani Oneil Lani Oneil discusses using the right technology to make your investor relations team more effective and efficient. https://youtu.be/VpTgdFFcj7A Hi, I'm Lani Oneil, VP
Envision’s Lani Oneil Appointed to Nicsa Alternative Investments Committee
December 18, 2020 | PRESS RELEASE|(Costa Mesa, Calif., Dec. 18, 2020) – Envision Financial Systems, Inc., a leading provider of real-time investor recordkeeping technology and transfer agency services, announced the appointment of Lani Oneil, Vice
Brian Jones of Envision Financial Systems wins 2020 Nicsa NOVA Strategic Leadership Award
December 17, 2020 | PRESS RELEASE| (Costa Mesa, Calif., Dec. 17, 2020) – Envision Financial Systems, Inc., a leading provider of real-time investor recordkeeping technology and transfer agency services, is proud to announce that