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.
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
Meet the Envisionaries: Megan MacDonald
Meet the Envisionaries: Megan MacDonald The “Meet the Envisionaries” series introduces team members from across the business. Today we're featuring Megan MacDonald, Director of Subaccounting Operations, who plays a significant role in the company's subaccounting
Envision Financial Systems’ digital investor and rep portal recognized for web accessibility
Envision commits to digital accessibility for investors and reps Costa Mesa, Calif., April 13, 2023—Envision Financial Systems, the leading provider of real-time investor recordkeeping solutions, has established an ongoing program to ensure digital accessibility
Meet the Envisionaries: John Gray
The “Meet the Envisionaries” series introduces team members from across the business. John Gray, Senior Vice President, “Envision is a place where employees can apply their talents in ways that make a real impact on
Meet the Envisionaries: Kelly Nixon
The “Meet the Envisionaries” series introduces team members from across the business. Kelly Nixon, Relationship Manager and Manager of Client Support Operations, says, “When it comes to investment product recordkeeping, there are many moving parts