News & Insights

  • Envision Press Release

Gryphon Fund Group selects Envision Financial Systems in launching third-party transfer agency services

More third-party mutual fund transfer agents use Envision software than any other for investor recordkeeping Costa Mesa, Calif., September 7, 2022—Envision Financial Systems, the leading provider of real-time investor recordkeeping solutions, announced Gryphon Fund Group has licensed the Envision investor management product suite to support the strategic expansion of its solution set to include third-party transfer agency services. Gryphon completed its first TA conversion in May 2022 for IDX Advisors, and others are in process. Gryphon selected the Envision

  • Envision Insights

Technology Decisions Can Support Investor Loyalty

Many alternative investment sponsors have dedicated themselves to fundraising opportunities in recent years, generating record-breaking growth stats. Last year was a banner year with $86.1 billion in inflows, more than three times the 2020 total of $27.3 billion, according to Robert A. Stanger and Co.1 January inflows have sent projections even higher for this year with Stanger projecting $120 billion for 2022.2 The primary growth drivers have been strong returns, demand for income producing investments, and a pressing need

  • Envision Press Release

Envision Financial Systems debuts asset modeling capabilities

Costa Mesa, Calif., Jan. 19, 2022 – Envision Financial Systems, Inc., the leading provider of real-time investor recordkeeping technology and services, announced the launch of an enhancement to Envision’s core recordkeeping system that lets investors take a risk questionnaire on-line, select an investment program based on the questionnaire results, make the initial purchase into the investment program, and establish automatic rebalancing to maintain the program allocations. The feature enables mutual funds and intermediaries to offer investors guidance and managed

  • Envision Insights

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 to keep pace. Here, in a nutshell, is Envision’s value proposition for alternative investment sponsor firms. Reliable, agile infrastructure. Envision uses modern technology so we can more easily stay current with an ever-changing industry. Our APIs enable real-time information exchange with a variety of upstream