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
A value proposition for alts managers
September 21, 2021 | BLOG POST | By Lani Oneil The alternative investments world is afire with creativity and growth.1, 2, 3 As sponsors continue to advance their businesses, their investor recordkeeping systems need
Lani Oneil explains three benefits of working with Envision
June 17, 2021 | VLOG POST | By Lani Oneil In this video, Lani Oneil covers three of the benefits alternative investment sponsors get when working with Envision: flexible technology, risk mitigation, and cost
Lani Oneil discusses the three most common AIP challenges
June 8, 2021 | VLOG POST | By Lani Oneil In this 2-minute video, Lani Oneil explains the three most time-consuming investor recordkeeping tasks we are finding in the market: client onboarding, distribution processing,
Technology shopping takeaways from the ‘real economy’ on the true cost
April 8, 2021 | BLOG POST | By Lani Oneil With all the information available to us with a few keystrokes, consumers are more prepared and informed about a product before they buy it.