January 24, 2019 |

Investment News Article

Shan Dagli, Head of Intermediary Solutions for Envision’s FundKeeper, recently shared insights with Investment News about increased FINRA guidance on cybersecurity, and what that could mean for broker-dealers.  Read the Article 

Wealth Management 2019 Outlook

On page 35 in WealthManagement.com’s 2019 outlook, Executive Vice President Brian Jones writes that this could be the year broker-dealers harness new technologies to streamline their mutual fund businesses and better serve investors through decreased complexities and fees. Envision’s FundKeeper is an example of an efficient new way to do just that – through a single contact point for direct mutual funds and managed accounts across fund families.  Read the Outlook