News & Insights

Canvass of broker-dealers reveals direct-at-fund pain points

December 19, 2019 | ARTICLE | BY KELLY LYNCH Advisors serving clients investing solely in mutual funds often prefer to do this business direct rather than through brokerage, despite the operational and regulatory inefficiencies inherent in doing so. The FundKeeper team

Don’t go blindly to brokerage

April 25, 2019 | ARTICLE | BY KELLY LYNCH As a technology provider to independent broker-dealers, we know that cost, regulatory pressure and information consolidation are three themes that dominate operational decisions around the trading, execution and ongoing maintenance of

Envision Financial Systems Sponsors 2019 BISA Annual Convention

February 20, 2019  |  PRESS RELEASE | (Costa Mesa, CA, February 20, 2019) – Envision Financial Systems, Inc., a leading provider of real-time mutual fund shareholder recordkeeping technology, is pleased to sponsor the 2019 Bank Insurance and Securities Association (BISA)

Envision in the News

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

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