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Envision Financial Systems launches upgraded portal

May 7, 2020  |  PRESS RELEASE |

(Costa Mesa, Calif., May 7, 2020) – Envision Financial Systems, Inc., a leading provider of real-time investor recordkeeping technology, today announced the launch of its new internet portal for financial representatives and investors. The new internet portal is part of the Envision Investor Management product suite used by investment product transfer agents, 529 program managers and broker dealers.

“More and more, financial professionals and their clients demand tailored access to account information regardless of the internet enabled device” said Brian Jones, executive vice president. “Security and accessibility in an easy to navigate and modern design is what everyone wants. We are so proud to announce our investor and financial intermediary web 2.0 products that address these requirements and more.

Envision Investor Management product suite already allows for its integrated internet portal to be configured by the investment company to its branding and the features and functions it would like to make available to its investors and financial intermediaries. These include real-time data capabilities such as online account inquiry, maintenance and trading abilities, and access to customer communication.

Among the portal’s new features:

  • A responsive design to ensure a consistent, engaging user experience whether the portal is used on a computer or mobile device
  • Expanded functionality for Multi-factor Authentication (MFA), which provides an extra level of security to help protect sensitive client information
  • Real-time and instant bank account verification during the new account establishment process
  • A design compatible with Web Content Accessibility Guidelines (WCAG) 2.1 Level AA, which makes the portal easier to use for those with visual or cognitive impairments.

“While these changes improve the overall experience the web portal delivers, current users will still find its function familiar and easy to use” “Jones noted. “We view this as an important step forward in providing solutions that satisfy both representatives and investors.”

About Envision Financial Systems, Inc.

Founded in 1994, Envision Financial Systems, Inc. is a premier provider of real-time mutual fund recordkeeping technology and outsourced solutions. Using in-depth knowledge of the industry and listening to its customers, Envision’s solutions enable firms with subaccounting needs to consolidate and control investor activity, increase representative and investor satisfaction, and help mitigate operational and economic risks. Envision supports over 450 investment companies, representing more than 21,555 CUSIPS and over $3.9 trillion in client assets. Envision’s headquarters are in Costa Mesa, California, with offices in Owings Mills, Maryland; Denver, Colorado; and Bangalore, India. For more information, visit www.enfs.com.

Envision Financial Systems, Inc.
John Gray
(949) 579-9193


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