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.