When it comes to providing specialized recordkeeping services for educational funds, we owe it all too some really great teachers.
The Envision 529 recordkeeping solution was designed from the ground up with input from 529 Industry experts with practical day-to-day plan experience. The result: An application with the sophistication and flexibility to help manage the relationship, compliance and recordkeeping needs of 529 and ABLE Act plans.
The Envision real-time 529 college savings & ABLE Act shareholder-accounting system gives you the ability to view and control activity at the account and plan level. If states have multiple plans, the 529 can receive and consolidate data for maximum contribution limits as well as IRS 1099Q basis and earnings calculations. Additionally, we recognize that state reporting is very critical, so we provide you with easy to use, integrated alternatives to harvest data.
A tightly integrated imaging and workflow system helps automate your back-office operations. The system captures and shares documents and data electronically through client defined workflow processes allowing for meaningful operational efficiencies and cost benefits. The system captures images and files from:
It contains a real-time dashboard to monitor work in progress and quality.
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The internet interface is a fully integrated, device responsive investor and advisor internet portals. The internet portal has been independently verified to meet the WCAG 2.1 Level AA standards.
Shareholders & Reps have access to account information including transactions, distributions and valuations. Account maintenance and transaction processing permissions can be given if desired. The information access and activities undertaken online is in real-time and immediately synchronized with the core system.
Investor communication such as account statements and tax forms can be made available for online viewing, printing or archiving.
The portal can be branded for the investment sponsor or financial intermediary firm and can be deployed so users stay within a company’s own web domain.
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The cash reconciliation system automates the management of the money movement calculations and reconciliation process to minimize the time and cost spent on the daily cash reconciliation process.
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We offer a wide selection of over 175 APIs allowing external development to facilitate real-time inquiries and transaction processing from any surrounding system such as websites, voice response units or customer relationship management systems.
The API tool kit provides full control over the application development environment.
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The system makes it easy to create and generate customized investor and advisor outbound communications. Information residing within the recordkeeping system is available for use in communication pieces. The system comes with standard letter templates for capital call notices, tender offer letters, and investor statements & confirms.
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The Investor Management Suite supports all known mutual fund share classes including classes with:
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The system can support an unlimited number of asset allocation models. The models can rebalance automatically based on set frequencies, drift from target allocation or manually, at any time.
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Our system supports target date mutual fund portfolios that automatically re-balance the asset mix at the target date for its use nears.
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We support ready-made portfolios that adjust based upon a child's age. In these products, a portfolio may have higher-risk investments with a bigger potential for growth when the child is younger, then transition to more conservative investments as the college years approach.
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