News & Insights
Meet the Envisionaries: Ashish Jalan
What’s your role at Envision? I currently head the Global Operations and Training for Envision. I also serve as an Executive Director at Envision India. I work on client implementations, mutual fund operations and production support, pre-sales activity and employee training. What has your career path looked like? After my MBA in 2002 and a brief stint at a start-up I joined Envision’s India office in Bangalore in November 2003 as a Business Analyst. (I completed my 19th work anniversary
Envision Financial Systems’ 2022 Big-Think Mini Survey finds alignment of firms’ priorities & efforts across five tech trends
AI, seamless connectivity most relevant to securities processing & back-office operations Costa Mesa, Calif., Dec. 15, 2022 —Envision Financial Systems, the leading provider of real-time investor recordkeeping solutions, shared results of its 2022 Envision Big-Think Mini Survey of business and technology executives advancing securities processing and back-office operations. Respondents indicated that seamless inter-app connectivity and artificial intelligence were the top issues they were focusing on for the future. The survey also asked about robotic process automation, blockchain, and cryptocurrencies. “For
BetaNXT Partners with Envision Financial Systems for Mutual Fund Investor Subaccounting
Enables turnkey services to broker-dealers and TAMPs NEW YORK, NY –November 21, 2022– BetaNXT, the next wave in wealth management technology and outsourcing solutions, has partnered with Envision Financial Systems, a leading provider of real-time investor recordkeeping solutions, to deliver an integrated brokerage and mutual-fund subaccounting solution. Under the terms of the agreement, BetaNXT will offer Envision’s brokerage platform and mutual fund capabilities to customers under a single relationship and support structure. “In listening to our customers’ feedback, we knew
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