Envision Financial Systems Expands Sales Force

May 1, 2020

Envision Financial Systems Expands Sales Force for New Opportunities

April 30, 2020 | Envision Financial Systems

Envision Financial Systems, Inc., a leading provider of real-time investor recordkeeping and other technology, today announced the addition of Lani Oneil as Vice President, Business Development. In her role, Oneil will be responsible for distributing Envision’s suite of shareholder recordkeeping products and services.

“We are seeing opportunities across the financial services markets where Envision’s products and services are a great fit,” said Brian Jones, Executive Vice President for Envision Financial Systems. “Lani’s experience working for asset managers and third party administrators, along with her prior success sourcing and cultivating opportunities will serve her well in her new role.”

Envision has been placing emphasis on increasing its services and core recordkeeping technology use by financial services firms in new ways.  This includes expanding its alternative investment solutions and institutional account servicing capabilities to serve a broader range of asset managers and investment administrators and to support additional investment vehicles.

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James Darren Roberson
August 22, 2017 at The National, the annual NPH Educational Conference
August 28, 2017

I had no idea this service existed. I could have used it years ago! Great presentation and service!