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Envision Financial Systems

February 5, 2020

Envision Financial Systems

February 5, 2020

Envision Financial Systems recently celebrated 25 years as a company and has grown its business by delivering innovative, tailored solutions for brokerage houses and mutual fund companies that provide shareholder accounting systems built on open technologies.

Envision Financial Systems (“Envision”) provides real-time shareholder accounting and servicing technologies for mutual funds, asset managers, transfer agents and 529 program providers. Their products allow firms to increase efficiency and improve customer satisfaction, while enabling their emerging business needs. Using industry standard open technologies, along with a modular design, an intuitive interface and configurable rules, Envision’s clients can introduce new features, functions and product capabilities to the market faster, easier and more cost effectively.

Envision believes that technology should:

• Enable firms to optimize efficiency and provide superior customer service

• Integrate easily with other enterprise solutions to maximize data value

• Empower users to make informed decisions with real-time access to information

Envision provides flexible, high-quality, cost effective solutions that let firms meet their changing business needs by:

• Reducing operating costs through business process automation

• Enabling businesses to innovate and differentiate by providing configurable technology that the client controls rather than having it control the client

• Allowing the client to access and leverage data in real-time

Envision’s clients include:

• Large mutual funds with captive transfer agents

• Mutual fund transfer agent service providers

• Direct and Advisor sold college savings plans

• ABLE Act Program Managers and Administrators

• National pre-paid 529 college savings plan

• Global banking institutions

• REIT service providers

• Local Government Investment Pool recordkeepers

For more information about Envision Financial Systems see www.enfs.com.

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John E. Moriarty, ChFC
December 2015
February 3, 2016

I have been in the financial services industry for 20 years and our firm provides an education platform that gets clients to “think differently” about their financial picture.  For many years we have communicated to clients the need to diversify their portfolios using alternative asset classes and more specifically, private non-traded investments.  Due diligence on these types of financial vehicles is essential and when I learned about Blue Vault in 2010, our firm immediately began using their material as a tool to build confidence in the minds of our advisors on which alternatives to recommend to clients.  I am impressed with the way Blue Vault continues to add value to their subscribers and I view their publication as a tremendous resource in today’s complex world.