News & Insights

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

Brian Jones of Envision Financial Systems wins 2020 Nicsa NOVA Strategic Leadership Award

December 17, 2020  |  PRESS RELEASE| (Costa Mesa, Calif., Dec. 17, 2020) – Envision Financial Systems, Inc., a leading provider of real-time investor recordkeeping technology and transfer agency services, is proud to announce that Brian Jones, Executive Vice President, is a winner of the 2020 Nicsa NOVA Strategic Leadership Award. Nicsa, a trade association with broad-based membership in the investment industry, awards its annual Strategic Leadership Award to one or more winners who have “demonstrated excellence through cutting-edge thought

ICI report on ops headaches for interval fund sponsors flags areas where help is sorely needed, easily found

December 7, 2020  |  BLOG POST | By Tom Wiedecker The following article was published in The DIWire An interesting recent paper from the ICI Broker/Dealer Advisory Committee, “Consider This: Interval Fund Operational Practices,” looks at several functional areas where interval fund sponsors run into operational challenges based on the unique characteristics of these products, which are designed to provide better liquidity than many alternative investments through a periodic share repurchase program. The paper considered Methods of Trading, Scheduling

How FAs win by going all in with automation: A Blue Vault Webinar Recap

November 15, 2020  |  WEBINAR| “Water seeks its own level,” said Envision Executive, Brian Jones. “If you’re not offering a robust digital experience—for advisors and investors—they’re going to complain and go somewhere else.” Jones was speaking at a recent panel hosted by Blue Vault where he was joined by executives from CNB Custody and Wealthforge for a discussion of the benefits to financial advisors of automating shareholder operations associated with alternative investment products as well as the obstacles that