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 account reconciliation and fund data gathering services to Envision. The open, modular and rules-based architecture of PowerAgent for Subaccounting was designed with the help of industry experts to provide you tools that will optimize your mutual fund subaccounting operations and shareholder-servicing business.