News & Insights

  • Envision Insights

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 solutions and client implementation. With a passion for preventing and solving problems, Megan works her magic behind the scenes and leads a team of highly skilled professionals.  Q: What’s your role at Envision?  As Director of Subaccounting Solutions, I oversee client on-boarding, managing business user

  • Envision Press Release
  • BetaNXT

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 of its online portal for investors and financial advisors to open accounts, process transactions and access shareholder documents. “Envision is committed to digital accessibility, including conforming to current Web Content Accessibility Guidelines,” said Prithvi Hariharan, chief technology officer at Envision. “We’re proud of the work

  • Envision Insights

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 the success of the company and our clients. Combine that with a family feel, and the result is everyone is working hard to create flexible solutions that meet our clients’ demands of today and challenges of tomorrow. Flexibility has been in the company DNA since

  • Envision Insights

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 behind the curtain that make everything come together. People are used to seeing the end product, but not what makes it ‘tick’.” Q: What’s your role at Envision? I manage select client relationships.  These include both mutual funds performing in-house investor recordkeeping themselves and 3rd