News & Insights

  • Envision 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 Press Release
  • BetaNXT

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

  • Envision Press Release
  • BetaNXT

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

  • 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