Envision is being recognized for its innovative investor and representative portal on its new FundKeeper platform
COSTA MESA, CA, October 10, 2017 /24-7PressRelease/ — Envision Financial Systems, Inc., a leading provider of real-time mutual fund recordkeeping technology, was named a finalist in the Technology Provider – Client Portal category of the Wealthmanagement.com 2017 Industry Awards. These annual awards recognize outstanding achievements in the wealth management industry and highlight top initiatives designed to help advisors more effectively serve their clients.
Envision Financial Systems is being recognized for its innovative investor and representative portal on its new FundKeeper platform, which was created in collaboration with U.S. Bancorp Fund Services. FundKeeper is a full-service mutual fund trading and shareholder servicing solution that changes the way financial intermediary firms work with fund companies. FundKeeper consolidates multiple fund families onto a single platform without the fees and complexities of many conventional brokerage accounts. The FundKeeper portal provides convenient, online access to real-time account and trading information.
“We consider FundKeeper a ‘better than conventional brokerage solution’ because it offers an efficient and transparent front-end account opening process, a single source for all investor mutual fund data and better economics throughout. We are honored that Wealthmanagement.com has recognized the PAPort component of FundKeeper for its ability to revolutionize the work of broker-dealers, registered investment advisors and other intermediary firms. We will soon be rolling out these capabilities to our mutual fund transfer agency, college savings plan and alternative investment product PowerAgent users,” said Satnam Gambhir, CEO of Envision.
An independent panel of judges reviewed the 470 nominations submitted for this year’s Wealthmanagement.com Industry Awards. Winners will be announced on October 11th at a gala dinner at The Plaza Hotel in New York City. Proceeds will go to support the Foundation for Financial Planning, a nonprofit organization dedicated to providing pro-bono financial planning to underprivileged individuals and communities.
About Envision Financial Systems, Inc.
Founded in 1994, Envision Financial Systems, Inc. is a premier provider of real-time mutual fund recordkeeping technology and outsource solutions. Using in-depth knowledge of the industry and listening to its customers, Envision’s solutions enable firms with subaccounting needs to consolidate and control investor activity, increase representative and investor satisfaction, and help mitigate operational and economic risks. Envision supports over 420 investment companies, comprised of over 11,700 CUSIPS representing over $2.2 trillion in client assets. Envision’s headquarters are in Costa Mesa, California, with offices in Owings Mills, Maryland, Denver, Colorado and Bangalore, India. For more information, visit www.enfs.com.
About U.S. Bancorp Fund Services, LLC
Headquartered in Milwaukee since 1969, U.S. Bancorp Fund Services LLC provides single-source solutions to support a variety of investment strategies and products including mutual funds, alternative investments, open-end, closed-end, and exchange traded funds. The division currently services 552 fund families comprised of 3,335 portfolios, 4,154 fund classes, and 3.4 million shareholder accounts with $1.04 trillion in client assets. U.S. Bancorp Fund Services is a subsidiary of U.S. Bank, the fifth largest commercial bank in the United States. Visit U.S. Bancorp Fund Services on the web at usbfs.com.
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