January 2, 2019 | VIDEO BLOG POST |
Envision was recently recognized for innovation in mutual fund distribution for its FundKeeper product, which provides financial intermediaries with a new alternative for processing and managing customer mutual funds.
Ignites reporter Jackie Noblett sat down with Envision’s Brian Jones at the NICSA General Membership Meeting to dig deeper into FundKeeper….and to understand why it’s truly innovative.
U.S. Bank Global Fund Services is a wholly owned subsidiary of U.S. Bank, N. A.
Envision Financial Systems, U.S. Bank Global Fund Services and its affiliate Quasar Distributors, LLC together offer FundKeeper.
Investment products and services are:
NOT A DEPOSIT • NOT FDIC INSURED • MAY LOSE VALUE • NOT BANK GUARANTEED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Quasar Distributors, LLC, Member FINRA, SIPC. To check the background of this firm, visit BrokerCheck by FINRA
U.S. Bank does not guarantee the products, services or performance of its affiliates and third party providers.