News & Insights

Envision Financial Systems named 2020 WealthManagement.com Industry Awards Finalist for breaking STP barrier for alternative investments

June 29, 2020  |  PRESS RELEASE | (Costa Mesa, Calif., June 29, 2020) – Envision Financial Systems, Inc., a leading provider of real-time investor recordkeeping technology and transfer agency services, was named a finalist in the WealthManagement.com 2020 Industry Awards in the Technology Providers: Client Onboarding/New Account Opening category. The finalist nomination recognizes Envision’s success in replacing manual account-opening processes for alternatives products with straight-through, no data entry, processing. Advisors and their clients are relieved of the manual data

Envision Financial Systems launches upgraded portal

May 7, 2020  |  PRESS RELEASE | (Costa Mesa, Calif., May 7, 2020) – Envision Financial Systems, Inc., a leading provider of real-time investor recordkeeping technology, today announced the launch of its new internet portal for financial representatives and investors. The new internet portal is part of the Envision Investor Management product suite used by investment product transfer agents, 529 program managers and broker dealers. “More and more, financial professionals and their clients demand tailored access to account information

Envision Financial Systems expands sales force for new opportunities

April 30, 2020  |  PRESS RELEASE | (Costa Mesa, Calif., April. 30, 2020) – Envision Financial Systems, Inc., a leading provider of real-time investor recordkeeping and other technology, today announced the addition of Lani Oneil as Vice President, Business Development. In her role, Oneil will be responsible for distributing Envision’s suite of shareholder recordkeeping products and services. “We are seeing opportunities across the financial services markets where Envision’s products and services are a great fit,” said Brian Jones, Executive

‘Clean up on aisle RMD!’: The SECURE Act’s fast track surprised the fund industry, but we don’t mind surprises so much

March 30, 2020  |  BLOG POST | By Tom Wiedecker “We could certainly slow the aging process down if it had to work its way through Congress.” --Will Rogers Will Rogers was a clever fellow and at times his comments about the pace of government were spot on. Occasionally, however, mandates and regulations do move quickly—and that’s what happened to the fund industry with the passage late last year of the SECURE Act. Though elements of the new law