January 23, 2020
Envision Financial Systems celebrates 25 years

Envision Financial Systems, Inc., a leading provider of real-time investor recordkeeping technology, recently celebrated...

Envision Financial Systems celebrates 25 years

January 22, 2020 | Envision Financial Systems

Envision Financial Systems, Inc., a leading provider of real-time investor recordkeeping technology, recently celebrated the firm’s 25th anniversary at its Costa Mesa office. From its beginnings over lunch meetings in Newport Beach Park, Envision has built a shareholder accounting solutions business representing over 470 mutual fund families and 16.6 million shareholder investment positions, challenging the status quo in the financial services industry.

Envision Financial Systems was officially founded in October of 1994 by Satnam Gambhir, Timothy Kan and investor Alan Lewis. They chose the name “Envision” to capture their discontent with mainframe-based technologies and the future they saw for contemporary technology in servicing mutual fund shareholders.

“Envision Financial Systems has represented the quintessential American success story and we are immensely proud of all of the individuals who have made this journey possible,” said Gambhir, CEO and chief design officer. “Envision has used its belief in flexible technologies and providing personalized experiences to its customers to shake up an industry looking for alternatives to mainframe stalwarts. With an aggressive focus on improving the client experience, the future looks bright for Envision.”

Read more…

Recent

Most Popular

Blue Vault Q2 2023 Performance Reports Update

Blue Vault Q2 2023 Performance Reports Update

Blue Vault Q2 2023 Performance Reports Update 10-3-2023 Blue Vault wishes to acknowledge and apologize for the delay in publishing some Q2 2023 NTR Individual Performance Pages (IPPs) as well as the full review. We recently added additional reporting metrics to our IPPs, and that, combined with coverage of all share classes and some additional…
Blue Vault Q2 2023 Performance Reports Update

Blue Vault Q2 2023 Performance Reports Update

Blue Vault Q2 2023 Performance Reports Update 9-25-2023 Blue Vault has published the Q2 2023 Nontraded BDC Industry Review as well as Individual Performance Report and Limited Operations pages for the following offerings (newly published pages in bold font): Nontraded REITS American Healthcare REIT Q2 2023 Apollo Realty Income Solutions Q2 2023 (limited operations) Ares…

Explore

Blue Vault Logo
Don’t miss alts news
and educational events

Subscribe Now