FEBRUARY 20, 2018 | PRESS RELEASE |
(Costa Mesa, CA, February 20, 2018) – Envision Financial Systems, Inc., a leading provider of real-time mutual fund shareholder recordkeeping and trading technology, is pleased to sponsor the 2018 Bank Insurance and Securities Association (BISA) Annual Convention (Booth #29).
The convention, held March 6-9 in Hollywood, Florida, offers educational and networking opportunities for those in marketing, sales and distribution of securities, insurance, and other financial products and advisory services through the bank channel.
A longstanding provider of shareholder subaccounting, transfer agency, 529 and compliance technology solutions, Envision recently expanded its offerings to independent broker dealers and other financial advisory firms with the launch of FundKeeper.
FundKeeper brings banks, credit unions and other financial intermediaries a new approach to supporting mutual-fund-only investors. Traditionally, intermediaries have held these investor accounts directly with mutual fund families—and suffered business inefficiencies and lack of control. Or, they’ve been forced to “go to conventional brokerage” platforms with accounts unsuited to traditional brokerage fees and complexity. FundKeeper is an alternative to both these options.
FundKeeper provides access to more than 16,000 funds with a largely ‘all electronic’ mutual fund experience allowing financial intermediary firms to enhance up front compliance and eliminate the need for back end consolidation of their clients’ mutual fund holdings.
For more information on Envision Financial Systems or FundKeeper, please visit www.enfs.com.
About Envision Financial Systems, Inc.
Founded in 1994, Envision Financial Systems, Inc. is a premier provider of real-time mutual fund recordkeeping technology and outsource solutions. Using in-depth knowledge of the industry and listening to its customers, Envision’s solutions enable firms with subaccounting needs to consolidate and control investor activity, increase representative and investor satisfaction, and help mitigate operational and economic risks. Envision supports over 465 investment companies, comprised of over 15,270 CUSIPS representing over $3.7 trillion is client assets. Envision’s headquarters are in Costa Mesa, California, with offices in Owings Mills, Maryland, Denver, Colorado and Bangalore, India. For more information, visit www.enfs.com.
Envision Financial Systems, Inc.
Envision Financial Systems, U.S. Bancorp Fund Services, LLC and its affiliate Quasar Distributors, LLC have come together to offer FundKeeper.
Investment products are NOT insured by the FDIC or any other federal government agency; Are NOT deposits of or guaranteed by the Bank or any Bank affiliate; MAY Lose Value.
Quasar Distributors, LLC, Member FINRA, SIPC. To check the background of this firm, visit BrokerCheck by FINRA
U.S. Bank does not guarantee the products, services or performance of its affiliates and third party providers.