Mutual Fund Families
Who says it’s lonely at the top?
The No. 1 mutual fund shareholder accounting software, according to the 2020 Mutual Fund Service Guide, Envision’s Investor Management Suite helps mutual fund families (and their service providers) increase efficiency, reduce risk and improve customer service. It’s a fully configurable shareholder recordkeeping system providing real-time data customer data and account processing.
For a deeper dive into how we serve mutual fund families and their service providers, visit our Envision Investor Management Suite product page.
Let us show you why the Envision Investor Management Suite is the top choice for mutual fund solutions. Call us at (714) 247-0030 or contact us.
News & Insights for Mutual Fund Families
Meet the Envisionaries: Ashish Jalan
What’s your role at Envision? I currently head the Global Operations and Training for Envision. I also serve as an Executive Director at Envision India. I work on client implementations, mutual fund operations and production
Envision Financial Systems’ 2022 Big-Think Mini Survey finds alignment of firms’ priorities & efforts across five tech trends
AI, seamless connectivity most relevant to securities processing & back-office operations Costa Mesa, Calif., Dec. 15, 2022 —Envision Financial Systems, the leading provider of real-time investor recordkeeping solutions, shared results of its 2022 Envision Big-Think
BetaNXT Partners with Envision Financial Systems for Mutual Fund Investor Subaccounting
Enables turnkey services to broker-dealers and TAMPs NEW YORK, NY –November 21, 2022– BetaNXT, the next wave in wealth management technology and outsourcing solutions, has partnered with Envision Financial Systems, a leading provider of real-time
Gryphon Fund Group selects Envision Financial Systems in launching third-party transfer agency services
More third-party mutual fund transfer agents use Envision software than any other for investor recordkeeping Costa Mesa, Calif., September 7, 2022—Envision Financial Systems, the leading provider of real-time investor recordkeeping solutions, announced Gryphon Fund