Envision Financial Systems, Inc. is a provider of real-time shareholder recordkeeping and servicing solutions for the financial services industry. Envision Financial Systems, Inc. develops software that helps investment companies, service providers, brokerage firms, and registered investment advisors manage shareholder records and related processes efficiently.
Their core product suite includes:
- Shareholder recordkeeping and subaccounting solutions with integrated workflow and imaging
- Internet inquiry, trading, and e-delivery solutions for streamlined communication and transactions
- A trade monitoring application compatible with any recordkeeping platform
- Portfolio management and accounting software designed to unify technology needs for registered investment advisory firms
Envision leverages real-time, open industry-standard technology and configurable business rules, allowing clients to control and customize their business processes. This technology focus helps organizations increase operational efficiency and service quality, while also providing the flexibility to adapt as business needs evolve.
Who uses Envision Financial Systems, Inc.?
Envision serves a range of financial sector organizations, including investment companies, brokerage firms, service providers, and registered investment advisors. Their solutions are tailored to firms that require robust, scalable, and customizable tools for managing shareholder data, trading, compliance, and reporting workflows.
How was Envision Financial Systems, Inc. started?
Envision Financial Systems, Inc. was founded by a team of professionals with expertise in financial technology and operations. Key members of the founding and executive team include Satnam Gambhir (Co-founder, CEO & Chief Design Officer), Tim Kan (Co-founder, President & Chief Strategy Officer), and several others with deep backgrounds in software development, client service, and financial systems. Their combined experience has shaped Envision’s focus on reliability, adaptability, and client-centric solutions. More details about their leadership and history can be found on their About page.
What makes Envision Financial Systems, Inc. different?
Envision stands out for its real-time, configurable, and open-architecture approach, enabling clients to efficiently manage complex shareholder and investment processes. The platform’s flexibility and integration capabilities are designed to address both current operational requirements and future business opportunities in the investment services sector.
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