Envision Financial Systems

HQ Address

650 Town Center Drive, Suite 1800, Costa Mesa, CA 92626, United States

Website Address


Connect with Envision Financial Systems
Business introduction

In today’s competitive financial services market, the status quo is no longer acceptable. You need enabling technology that will help your firm grow and operate more efficiently. The systems you use must be reliable and flexible. They must be real-time, create cost savings, optimise productivity, allow for product differentiation and mitigation of risk. Through Envision you gain a fresh approach to solving business problems using modern tools and techniques.

Envision Financial Systems is a privately held corporation with headquarters in Costa Mesa, California. Envision has offices in Owings Mills, Maryland, and Bangalore, India providing client support and software development respectively. Envision was incorporated in 1994.

Envision provides real-time shareholder accounting and servicing technologies for mutual funds, asset managers, transfer agents and 529 program providers. Our products allow firms to increase efficiency and improve customer satisfaction while enabling their emerging business needs. Using industry standard open technologies, along with a modular design, an intuitive interface and configurable rules, our clients are able to introduce new features, functions and product capabilities to the market faster, easier and more cost-effectively.

Envision is the recipient of numerous awards and recognitions, including first place for the mutual fund industries Best Post-Trade Implementation, first place for Innovations in the SourceMedia Fund Operations Award, the Deloitte Fast 50 and the Software 500. The company and its executives are featured regularly in industry media, including Ignites, Money Management Executive and the NICSA conferences.

Envision Financial Systems Solutions


Envision Financial Systems and U.S. Bancorp Fund Services together bring you FundKeeper, an all-inclusive operations and technology solution to transform mutual fund shareholder-servicing for brokerage firms, investment advisors, trust departments and other financial service intermediaries. With FundKeeper, your firm can increase revenue, gain operational efficiency and enhance your rep and......

business needs
view solution


PowerAgent is the #1 mutual fund shareholder accounting software available for lease or sale according to the 2016 Mutual Fund Service Guide. Our mutual fund transfer agents and mutual fund transfer agency service providers use the flexibility of the PowerAgent software suite to increase efficiency, reduce risk, and enhance customer service......

business needs
view solution

PowerAgent for Subaccounting

Brokerage firms, investment advisors and trust departments take control of investor servicing across fund families, gaining operational efficiencies, and an enhanced client and rep experience using Envision’s PowerAgent for Subaccounting technology. You can elect to use just the technology or also choose to transfer the administrative responsibilities for trade and......

business needs
view solution

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.

Please sign up to see more

Sign up or login