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
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Costa Mesa, Calif., Jan. 19, 2022 – Envision Financial Systems, Inc., the leading provider of real-time investor recordkeeping technology and services, announced the launch of an enhancement to Envision’s core recordkeeping system that lets
A value proposition for alts managers
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Lani Oneil explains three benefits of working with Envision
June 17, 2021 | VLOG POST | By Lani Oneil In this video, Lani Oneil covers three of the benefits alternative investment sponsors get when working with Envision: flexible technology, risk mitigation, and cost