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: Megan MacDonald
Meet the Envisionaries: Megan MacDonald The “Meet the Envisionaries” series introduces team members from across the business. Today we're featuring Megan MacDonald, Director of Subaccounting Operations, who plays a significant role in the company's subaccounting
Envision Financial Systems’ digital investor and rep portal recognized for web accessibility
Envision commits to digital accessibility for investors and reps Costa Mesa, Calif., April 13, 2023—Envision Financial Systems, the leading provider of real-time investor recordkeeping solutions, has established an ongoing program to ensure digital accessibility
Meet the Envisionaries: John Gray
The “Meet the Envisionaries” series introduces team members from across the business. John Gray, Senior Vice President, “Envision is a place where employees can apply their talents in ways that make a real impact on
Meet the Envisionaries: Kelly Nixon
The “Meet the Envisionaries” series introduces team members from across the business. Kelly Nixon, Relationship Manager and Manager of Client Support Operations, says, “When it comes to investment product recordkeeping, there are many moving parts