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

Canvass of broker-dealers reveals direct-at-fund pain points2020-07-31T08:30:06-07:00

Docupace Announces Collaboration with Direct Mutual Fund Platform FundKeeper

April 24, 2019  |  PRESS RELEASE | Docupace Users Now Have Access to a Single Servicing Point for Over 16,000 Mutual Funds (Los Angeles, CA, April 24, 2019) – Docupace, a data-driven digital operations platform designed to meet the specific business

Docupace Announces Collaboration with Direct Mutual Fund Platform FundKeeper2020-07-31T07:25:42-07:00

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 Financial Systems Sponsors 2019 BISA Annual Convention2020-07-31T06:44:21-07:00

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

Envision Financial Systems Sponsors 2019 FSI OneVoice Conference2020-07-31T07:28:19-07:00

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

Envision Financial Systems Shortlisted for 2018 Fund Intelligence Mutual Fund Service & Technology Awards2020-07-31T07:31:45-07:00

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

Envision Financial Systems Named Recipient of 2018 NICSA NOVA Award2020-07-31T07:32:10-07:00