The Investor Management Suite supports all known mutual fund share classes including classes with:
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The Investor Management Suite supports the unique aspects of institutional money market funds:
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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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The Envision 529 system supports:
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Interval & tender-offer funds are among the most popular vehicles as managers of private funds expand into the registered-fund space. Envision supports all types of closed-end funds, including those with prescribed investment/redemption timing and those with more flexible timing.
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Our system supports illiquid real estate investment trusts that don't trade on securities exchanges. Alternative investment managers appreciate the flexibility of the Envision platform.
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You can recordkeep Local Government Investment Pools using the Envision investor recordkeeping suite.
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The system supports business development company investor recordkeeping.
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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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