Envision Financial System Logo

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 President of Business Development, to the Nicsa Alternative Investments Committee. Nicsa is a trade group promoting education and operational best practices in the investment management industry.

Nicsa committees are designed to bridge the gap between all facets of the global asset management industry through active member engagement and leadership. The Alternative Investments Committee focuses on industry standardization and best practices between alternative investment product providers, distributors and service firms.

“As a provider of technology solutions for alternative investment sponsors, it is great to have another connection to investment manufacturers and others who support the alternative investments community,” said Oneil. “I look forward to representing Envision and adding value as an engaged committee member.”

Envision is dedicated to expanding within the alternative marketplace. In order to serve a broader range of asset managers and alternative investment administrators, Envision has been focused on increasing its alternative investment solutions. Oneil’s efforts to grow the distribution of the company’s shareholder recordkeeping products and services has been integral to this expansion.

“Lani will be an effective member of the committee thanks to her years of experience and in-depth knowledge of the industry,” said Brian Jones, Executive Vice President of Envision Financial Systems. “We are proud to have her serve as a representative of Envision.”

About Envision Financial Systems, Inc.

Founded in 1994, Envision Financial Systems, Inc. is a premier provider of real-time investor 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 450 investment companies, comprised of over 21,555 CUSIPS representing over $39 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.
John Gray
(949) 579-9193

Phone: (714) 247-0030
Fax: (714) 247-0029
Email Us