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Envision Financial Systems is the leading provider of innovative, scalable and adaptable global software solutions to the transfer agency and shareholder accounting market. Envision�s product suite provides fund companies and service providers with integrated and scalable solutions to: improve shareholder servicing; increase productivity; reduce costs; and create operating efficiencies through the use of open technology standards, configurable application architecture and intuitive graphical user interfaces that make them easy to use. Designed by industry experts from the ground up and able to be deployed at the client location or a Software as a Service environment, Envision�s technology solutions supply a stable, future-proof foundation to help our clients compete in an 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.
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