News & Insights

Envision Financial Systems named finalist for Fund Intelligence Fund Technology and WSL Awards

Envision Financial Systems named finalist for Fund Intelligence Fund Technology and WSL Awards January 8, 2019  |  PRESS RELEASE | (Costa Mesa, CA, January 8, 2019) – Envision Financial Systems, Inc., a leading provider of real-time mutual fund shareholder recordkeeping technology, has been named a finalist in two categories for the Fund Intelligence “Fund Technology and WSL Awards [...]

Envision Financial Systems Sponsors 2019 FSI OneVoice Conference

Envision Financial Systems Sponsors 2019 FSI OneVoice Conference January 8, 2019  |  PRESS RELEASE | (Costa Mesa, CA, January 8, 2019) – Envision Financial Systems, Inc., a leading provider of real-time mutual fund shareholder recordkeeping technology, is pleased to sponsor the 2019 Financial Services Institute (FSI) OneVoice Conference (Booth #204). The conference, which takes place in New Orleans, [...]

Ignites sits down with Envision to discuss its NICSA NOVA “Innovation in Distribution” Award

Ignites sits down with Envision to discuss its NICSA NOVA “Innovation in Distribution” Award January 2, 2019 | VIDEO | Envision was recently recognized for innovation in mutual fund distribution for its FundKeeper product, which provides financial intermediaries with a new alternative for processing and managing customer mutual funds. Ignites reporter Jackie Noblett sat down with Envision’s [...]

Are you solving your direct problem backward?

Are you solving your direct problem backward? October 30, 2018 | ARTICLE | BY KELLY LYNCH Many independent broker-dealers that process customer mutual fund accounts direct (the “check and app” process) find themselves spending time and resources retrieving data from the mutual fund companies where their customer accounts are held. This can be frustrating to the IT [...]

Envision Financial Systems Shortlisted for 2018 Fund Intelligence Mutual Fund Service & Technology Awards

Envision Financial Systems Shortlisted for 2018 Fund Intelligence Mutual Fund Service & Technology Awards September 25, 2018  |  PRESS RELEASE | (Costa Mesa, CA, September 25, 2018) – Envision Financial Systems, Inc., a leading provider of real-time mutual fund shareholder recordkeeping technology, was named a finalist in two categories for the 2018 Mutual Fund Service & Technology Awards [...]

Envision Financial Systems Named Recipient of 2018 NICSA NOVA Award

Envision Financial Systems Named Recipient of 2018 NICSA NOVA Award September 11, 2018  |  PRESS RELEASE | (Costa Mesa, CA, September 11, 2018) – Envision Financial Systems, Inc., a leading provider of real-time mutual fund shareholder recordkeeping and trading technology, has been selected as a 2018 NICSA NOVA award winner in the ‘Innovation in Distribution’ category for its [...]

Taking Stock of FINRA’s 2018 Operational Priorities

Taking Stock of FINRA’s 2018 Operational Priorities August 2, 2018 | ARTICLE | BY KELLY LYNCH In its January 2018 Regulatory and Examination Priorities Letter, FINRA outlined several areas of focus for 2018. Now that we’re halfway through the year, many firms are taking stock of where they’re at with each of the relevant priorities. At Envision, [...]

It’s not all doom and gloom for Independent Broker Dealers

It’s not all doom and gloom for Independent Broker Dealers July 19, 2018  |  ARTICLE | BY KELLY LYNCH Findings from recent annual surveys and rankings of independent broker dealers seem to have one theme in common—doom and gloom. The report from Financial Planning’s Annual FP50 Ranking, “Independent broker-dealers adapt to survive,” points to shrinking margins, increased [...]

Check & App is Great! (Till It Isn’t)

Check & App is Great! (Till It Isn’t) WEBINAR Webinar explored how one B/D came to FundKeeper for the fiduciary solution, but stayed for the convenience and cost savings In a recent panel discussion, the audience learned how one introducing broker/dealer that had been chiefly concerned about the impact of the proposed fiduciary rule on direct mutual fund [...]

How one firm changed course to reinvigorate its mutual fund business

How one firm changed course to reinvigorate its mutual fund business CASE STUDY  Advisors serving clients investing solely in mutual funds often prefer to do this business direct rather than through brokerage, minimizing fees and complexity for their clients. Direct business, however, can be cumbersome to set up, service and manage. Two sister broker/dealers found a solution [...]