Envision Financial Systems named 2020 WealthManagement.com Industry Awards Finalist for breaking STP barrier for alternative investments
July 29, 2020 | Envision Financial Systems, Inc.
Envision Financial Systems, Inc., a leading provider of real-time investor recordkeeping technology and transfer agency services, was named a finalist in the WealthManagement.com 2020 Industry Awards in the Technology Providers: Client Onboarding/New Account Opening category. The finalist nomination recognizes Envision’s success in replacing manual account-opening processes for alternatives products with straight-through, no data entry, processing.
Advisors and their clients are relieved of the manual data entry and hard-copy forms that have continued to plague the alternative investment space.
“Opening a new account shouldn’t have to take 20-40 days,” said Satnam Gambhir, CEO and chief design officer at Envision. “We are honored to be recognized for efforts to transform this cumbersome, paper-based process into a complete digital experience with an API toolset that can connect with all major on-boarding service providers and can cut the process down to as little as one day.”
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