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Envision Financial Systems Launches Upgraded Portal

May 8, 2020

Envision Financial Systems Launches Upgraded Portal

May 7, 2020 | Envision Financial Systems

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.

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Loreen M. Gilbert, CIMA, AIF, CRC, CLTC – President, WealthWise Financial Services
Blue Vault
July 6, 2016

Our firm has been using Blue Vault from the first year it was available.

We have found it to be a valuable tool to verify what wholesalers tell us and to dig deep into how the reported investments are really performing.

We appreciate that Blue Vault has expanded its services from initially covering REIT's to now also including BDC's.

Our clients also appreciate that we conduct this additional due diligence on their behalf.