Envision Financial Systems

Envision Financial Systems

  • 15661 Red Hill Ave Ste 150
  • Tustin, California
  • 92780

Description

Envision Financial Systems, Inc. is a leading provider of software solutions to the institutional and mutual fund asset management markets. Using an in-depth knowledge of the financial services industry and extensive experience in software development, they create leading-edge global systems that are intuitive, scalable, and easily adaptable. Their systems are based upon open standards, helping their clients compete in the ever-changing global environment.Envision's flagship product is PowerAgent™, a mutual fund shareholder accounting system. PowerAgent™ has been the mutual fund transfer agent system of choice for discerning providers since its launch in 1997, meeting the needs of financial service firms globally. As a full-featured sub-accounting system, it increases productivity, enhances customer service, and reduces shareholder-servicing expenses. PowerAgent™ is currently installed in over 300 mutual fund groups, and more than 5,500 mutual fund and portfolio accounts.Envision's products are used by renowned financial companies such as Rydex Investments and eBay/Paypal, to name a few. These companies rely on Envision's service and support to manage their critical operations.

Products & services

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