Third-Party Transfer Agents
Used by more third-party transfer agents than any other commercial software.
Envision’s Investor Management Suite gives third-party transfer agents a fully configurable shareholder recordkeeping system providing real-time data customer data and account processing. The result is more efficiency, better customer service and less operational risk.
Transfer agents can easily manage all kinds of pooled investment products, from mutual funds to common/collective income trusts and real-estate investment trusts. Across all product types, the system is user-friendly to a degree that we regularly hear from clients that their user-training requirements were reduced.
For a deeper dive into our core product offering, visit our Envision Investor Management Suite product page.
Capabilities Overview
Increase Productivity and Reduce Costs
- Eliminate delays and provide shareholders and advisers up-to-the-second access to real-time information through a customer-centric intuitive user interface.
- Make your new employees productive sooner through an intuitive design
- Answer most inquires and execute transactions directly at the point of contact
- Reduced fund and firm administration with the use of templates and parameter driven data fields
Improve Investor and Customer Satisfaction
- Facilitate the exchange of information integrating with internal surround systems and third party applications
- Eliminate aggravating issues by processing activity correctly the first time using 500 data checks and validations
- Provide real-time access to information and reporting so that your clients know exactly where they stand at any point in time
- Eliminate batch processes that get in the way of your clients accessing their accounts by providing real-time 24/7 system access
Control and Customize your Experience
- Create product differentiation by eliminating system hurdles that get in the way of your great ideas
- Configure investment options, Account Types, Transaction Types and Fee Types and many more at the click of a button to create a unique experience for your clients
- Process mutual funds, hedge funds, Institutional Money Markets, Offshore funds and protected principal funds on a single system and avoid the additional costs of multiple systems
- Integrate shareholder accounting data with third party surround systems to leverage prior investments
News & Insights for Third-Party Transfer Agents
Envision’s Lani Oneil Appointed to Nicsa Alternative Investments Committee
December 18, 2020 | PRESS RELEASE| (Costa Mesa, Calif., Dec. 18, 2020) – Envision Financial Systems, Inc., a leading provider of real-time investor recordkeeping technology and transfer agency services, announced the appointment of Lani
Brian Jones of Envision Financial Systems wins 2020 Nicsa NOVA Strategic Leadership Award
December 17, 2020 | PRESS RELEASE| (Costa Mesa, Calif., Dec. 17, 2020) – Envision Financial Systems, Inc., a leading provider of real-time investor recordkeeping technology and transfer agency services, is proud to announce that
ICI report on ops headaches for interval fund sponsors flags areas where help is sorely needed, easily found
December 7, 2020 | BLOG POST | By Tom Wiedecker The following article was published in The DIWire An interesting recent paper from the ICI Broker/Dealer Advisory Committee, “Consider This: Interval Fund Operational Practices,”
How FAs win by going all in with automation: A Blue Vault Webinar Recap
November 15, 2020 | WEBINAR| “Water seeks its own level,” said Envision Executive, Brian Jones. “If you’re not offering a robust digital experience—for advisors and investors—they’re going to complain and go somewhere else.” Jones