Last Updated: September 2026
Envision Financial Systems Inc. (“Envision,” “we,” “us,” or “our”) is a developer of software products and related operational services (our “Services”) for our clients in the financial and investment industries. We respect your privacy and are committed to protecting it through our compliance with this Privacy Policy. For this reason, we want you to be familiar with how we collect, use, and disclose information about you.
This Privacy Notice describes our practices for collecting, using, maintaining, protecting, and disclosing personal information we collect or receive about individuals (“you,” or “your”) as a data controller acting for our own business purposes. This Privacy Notice does not apply to information that our clients collect and store using our Services, including personal information of their customers. We act as a data processor on behalf of our clients. Our clients are the controllers of the personal data they collect. For information about the processing of your personal information by other entities using our software, please review the privacy policies of the entities.
We use the term “personal information” in this Privacy Notice to refer to information that identifies, describes, or is reasonably capable of being associated or linked, directly or indirectly, to an identifiable individual. Personal information also includes any information that can be used on its own or combined with other information to identify, contact, or profile an individual.
This Privacy Notice does not cover the following information:
Please review this Privacy Notice carefully. By using our Services, visiting our website at enfs.com (“Website”), or interacting with us in other ways, you are agreeing to the collection, use, sharing, and retention of your personal information as described in this Privacy Notice. If you do not agree with the terms in this Privacy Notice, please do not use our Website or Services and do not provide your personal information to us. Your continued use of our Website or communications with us following the posting of any changes constitutes your acceptance of our Privacy Notice as revised.
Personal information collected by Envision may be stored and used in the United States or any other country, in accordance with applicable laws, in which Envision or its affiliates, subsidiaries, contractors or agents maintain facilities, and by using our Website or services, you consent to any such transfer of information outside of your country.
We may collect the following types of information from our Website visitors:
By submitting a telephone number or e-mail address to Envision, you agree that a representative of Envision can contact you at the e-mail address or phone number you provide. We may send you surveys or marketing communications to inform you of new products or services or other information that may be of interest. If you do not wish to receive marketing communications, you may follow the “unsubscribe” instructions included within each e-mail communication.
We may combine your information collected on the Website with personal information that you provide.
Envision uses personal information to:
We do not sell or share any personal data except as described below.
Envision will take reasonable steps to protect the integrity and confidentiality of personally identifiable information, which has been obtained through this Website. Envision may only disclose personal information in accordance with law and it will only be used for the purpose it was collected. Information collected voluntarily from our Website visitors may be shared with business partners, such as third-party marketing companies we work with, and used to develop or improve our programs and services (“Business Partners”). We may use certain tracking technologies and pixels as described in the section below, “How We Use Cookies, Pixels information from Website users. The information sent to Envision’s Business Partners for survey purposes will be aggregated, de-identified and screened before it is shared with them.
Envision respects your right to make choices about the use and disclosure of your personal information. If at any time you decide that you do not want to receive marketing communications from us, please let us know by sending an e-mail to sales@enfs.com.
Envision processes opt-out preference signals from Global Privacy Control (“GPC”). GPC is a browser-level technical specification that you can use to inform websites that you opt out of sales or sharing of data for cross-context behavioral advertising or targeted advertising. If you use GPC, our website will treat the browser and device you use to access our website as opted out from sales or sharing to the extent we engage in such processing. You may learn how to set up GPC by visiting https://globalprivacycontrol.org/.
We may link to websites, including those of our third-party license and service providers, that have different privacy policies and practices from those disclosed here. We assume no responsibility for the policies or practices of such linked sites, and encourage you to become acquainted with them prior to use.
Our Site utilizes cookies and similar tracking technologies to analyze usage, personalize content, and deliver relevant advertising. In accordance with applicable law, we use and allow third parties to use essential and non-essential cookies, online tracking tools, web beacons, and similar technologies (collectively, “cookies”) on our Site. We process this information to help our Site function correctly and to better understand the needs of our customers.
Cookies on our Site generally fall into the following categories:
Controlling Our Tracking Tools. Your browser may give you the ability to control cookies. How you do so, however, depends on your browser and the type of cookie. Certain browsers or browser plugins can be set to reject all browser cookies. If you configure your computer to block all cookies, you may disrupt certain web page features and limit the functionality we can provide when you visit or use our Site (e.g., we will not be able to provide you with searches that you have asked us to save). You can change your cookie settings at any time.
Global Privacy Control. Envision processes opt-out preference signals from Global Privacy Control (“GPC”). GPC is a browser-level technical specification that you can use to inform websites that you opt out of sales or sharing of data for cross-context behavioral advertising or targeted advertising. If you use GPC, our website will treat the browser and device you use to access our website as opted out from sales or sharing to the extent we engage in such processing. You may learn how to set up GPC by visiting https://globalprivacycontrol.org/.
In addition to the options listed in the section “Requests about Your Personal Information,” California residents have additional rights under the California Consumer Privacy Rights Act of 2018, as amended by the California Privacy Rights Act of 2020 (together, the “CCPA”). This section applies only to personal information collected by Envision about California residents.
The categories and sources of personal information collected by Envision in the preceding twelve (12) months are described in these sections of this Privacy Notice:
The business or commercial purposes for which we use personal information are described the section of our Privacy Notice called “Use of Your Personal Information.”
The categories of third parties to whom we may disclose consumers' personal information are identified in these sections of our Privacy Notice:
California residents have the rights under the CCPA summarized below. You may exercise any of these rights by making a Consumer Request as explained in the section called, “Requests about Your Personal Information.” We will respond as explained in the section called, “Requests about Your Personal Information—How We Respond to Consumer Requests.”
Right to deletion of your personal information: You have the right to request us to delete any of your personal information that we collected from you, subject to the exceptions provided in the CCPA.
Right to correct inaccurate personal information: You have the right to request us to correct any inaccurate personal information we maintain of you, subject to the exceptions provided in the CCPA.
Right to know and access your personal information collected by us: You have the right to request us to disclose to you the categories of personal information we collect about you; the categories of sources from which we collect your personal information from; the business or commercial purpose for which we collect your personal information; the categories of third parties to whom we disclose your personal information; and the specific pieces of personal information we collected about you.
Right to limit use and disclosure of Sensitive Information: You have the right to limit how we use your sensitive information. We will only use your Sensitive Information for the purpose disclosed to you at the time we asked you to provide it. We will request your express consent, before using your Sensitive Information for any other purpose.
Right to not be discriminated against following exercising the right to opt-out or exercise other rights: We will not retaliate against you for exercising any of your rights.
The sale of your personal information or sharing personal information for targeted advertising: Envision does not share or sell personal information for monetary or other valuable considerations for purposes of cross-context behavioral advertising. Because we do not sell or share personal information for cross-context behavioral advertising, we do not provide a “Do Not Sell or Share My Personal Information” opt-out mechanism on our Website.
To learn more about the how to exercise any of your CCPA rights, please see “Requests About Your Personal Information- How to Submit and How We Verify a Consumer Request.” Please note that you may only submit a request to know twice within a twelve (12) month period. We cannot respond to your request or provide you with personal information if we cannot verify your identity or authority to make the request and confirm the personal information relates to you. We are legally required to verify your identity before we can fulfil your or your authorized agent request to know what personal information we collected about you, or what personal information we sold or shared with our Business Partners. We also must verify your identity to fulfill your request to delete or correct your personal information.
California residents may request a list of the types of customer information we provided to third parties for their direct marketing purposes and the names and addresses of all third parties with which we have shared such information during the past calendar year. We will provide the information to you free of charge within 30 days of your request. To request that we provide you with such information, please send a written request to sales@enfs.com. Within thirty (30) days of receiving your request, we will provide you with the information at the address you designate in your request, which may be an email address or physical address.
You can learn and make requests about the personal information we collected about you. We will respond to the following requests (“Consumer Requests”) as promptly as possible and within any timeframes set by such applicable laws.
Request to Know and Access What Personal Information We Collected about You. You can request to know and receive information about the following during the last twelve (12) months:
Request to Change or Correct Your Personal Information. You can ask us to correct inaccurate information and we may consider relevant circumstances to confirm accuracy of the changes you request:
Request to Delete Personal Information. In considering a request to delete personal information we will take into account our reasons for keeping that information and the statutory standards and exclusions that apply to deletion requests. We will not delete personal information if it is necessary to complete a transaction, is reasonably used for an ongoing business relationship, is retained for legal purposes, or is used in a lawful manner that is compatible with the context in which you provided the information.
Once we receive and verify your request, we will separately confirm your request and follow appropriate procedures to verify the identity and authority of the person submitting the request. If your request to delete information is confirmed and verified, we will delete (and direct our service providers and contractors to delete) all or part of the requested personal information from our (and their) records, unless an exclusion applies. If we are unable to fulfill all or part of your request, we will let you know why (for example, if we have a permitted reason to retain certain information if the identity of the requesting person cannot be verified). For technical reasons and to maintain anonymous business statistics, we may de-identify personal information rather than erase it completely from our systems. We do not delete or de-identify job applicant information except where required by law.
Opt-Out from Selling or Sharing Personal Information. Regardless of your state of residency, you can direct us not to sell your personal information to others. You can “opt-out” on our Privacy Preferences webpage or by contacting us as explained in “How to Contact Us.”
Opt-Out of Sharing Personal Information for Targeted Advertising. We may use targeted online advertising in which ads are presented to you are based on data about your online activities collected by ad networks or social media over time and across nonaffiliated websites or online applications to predict your preferences or interests. You can “opt-out” of having your personal information collected on our Website used for targeted advertising or by contacting us as explained in “How to Contact Us.”
How to Submit and How We Verify a Request. You may submit a Consumer Request using any of the ways explained in “How to Contact Us.”
Please note that to verify certain requests we may need to verify your identity by confirming information we have on file for you, including email address, phone number, full name, address and other personal information. If you make a request on behalf of someone else, we will need to verify your authority to make that request. We reserve the right to deny a consumer request if the identity or authority of the requesting party cannot be confirmed. Only you, or someone legally authorized to act on your behalf, may make a request to know or delete related to your personal information. We may require written proof of the agent’s permission to make a request on your behalf, and we may need to verify your identity directly.
How We Respond to Consumer Requests. We will confirm receipt of your Request to Know Request to Delete or Request to Correct within ten (10) business days and may request additional information necessary to verify that you are authorized to make the request. We will respond to any verifiable consumer request within forty-five (45) calendar days of receiving it, subject to delays and exclusions as permitted by law. If we require more time to respond, we will let you know the reason and the extension period in writing. Otherwise, we will use the email address or U.S. Postal address you provided to us when making the request.
If we cannot comply with all or part of your request, we will explain the reasons why. For data portability requests, we will select a format to provide your personal information that is readily useable and should allow you to transmit the information readily from one entity to another entity.
We do not charge a fee to process or respond to your verifiable consumer request unless it is excessive, repetitive, or manifestly unfounded. If we determine that the request warrants a fee, we will tell you why we made that decision and provide you with a cost estimate before completing your request. We will not discriminate against you if you make a request about your personal information.
To make a Consumer Request as described in “Requests about Your Personal Information,” if you have any questions about this Privacy Notice, or want to obtain more information about Envision’s privacy practices, you can contact us:
Envision Financial Systems, Inc.
650 Town Center Drive
Suite 1800
Costa Mesa, CA 92626
To make or change your settings for opting out of selling or sharing personal information for targeted advertising, marketing communications preferences or cookie selections, you can use the following webforms or contact us by e-mail, postal mail or phone as shown above.
See the Cookie Preferences
See Cookie Preferences
If you need to access this Privacy Notice in an alternative format because of a disability, please contact us as explained in “How to Contact Us.”
We will retain your personal data for as long as we are continuing to communicate or provide services to you and as reasonably necessary to carry out the purposes outlined in this Privacy Notice, comply with our legal obligations, enforce agreements, and resolve any disputes. To determine the appropriate retention period for personal data, we consider the amount, nature and sensitivity of the personal data, the potential risk of harm from unauthorized use or disclosure of your personal data, the purposes for which we process your personal data and whether we can achieve those purposes through other means, and the applicable legal, regulatory, tax, accounting, or other requirements.
In some circumstances we will anonymize your personal data (so that it can no longer be associated with you) for research or statistical purposes, in which case we may use this information indefinitely without further notice to you.
The Website is directed to users who are of legal age in the state in which they live. In addition, Envision does not knowingly collect personal data about children under the age of sixteen (16) years without consent from a parent or legal guardian. If you have reason to believe that we have obtained personal data about a child under age 16 without the appropriate consent, please contact us as explained in “How to Contact Us” and we will investigate and delete the information.
The security of your personal information is important to us. We have put in place commercially suitable administrative, physical, electronic, and managerial procedures to safeguard the confidentiality, integrity and availability of your personal information appropriate to the nature of the personal information we collect.
Nonetheless, the transmission of information via the internet is not completely secure and therefore we cannot guarantee the security of data sent to us electronically on our Website, and transmission of such data is therefore entirely at your own risk.
We reserve the right to change the terms of this Privacy Notice at any time. When we make changes, we will revise the “last updated” date at the end of the Privacy Notice. If there are material changes to this statement or in how Envision will use your personal information, we will notify you by prominently posting a notice of such changes here or on our home page, or by sending you an e-mail We encourage you to review this Privacy Notice whenever you visit our Website.
