Name: Envision Investor Management Suite
Author: Envision Financial Systems

Digital Adoption

Help Desk

Web and Video Conferencing

Customer Support

Automation Testing

Development

Business Intelligence (BI)

Collaboration

Streaming Analytics

Enterprise

Accounting

Cash Flow Management

Revenue Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Engagement

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Block Storage

C/C++ Integrated Development Environments

Cloud Storage

Data Catalog

Data Fabric

Data Quality

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Debugging

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Event Monitoring

Fraud Detection

IT Service Providers

Integration Platform as a Service (iPaaS)

Managed Hosting

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Office Migration and Repair

Relational Databases

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Service Desk Outsourcing

Static Code Analysis

Virtual Data Room

Information Technology

A/B Testing

Ad Serving & Retargeting

Advertising Agency

All-in-One Marketing

Content Management

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Digital Analytics

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Enterprise Marketing Management

Influencer Marketing

Livestream

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Public Relations (PR)

Social Media Management

Survey & Forms Building

Usability Testing

Web Analytics

Marketing

Business Caller ID

Interactive Whiteboard

Project Management

Prototyping

Professional Services

Customer Relationship Management (CRM)

eCommerce

Sales

Antivirus

Security

Agriculture

Computer-Aided Design (CAD)

Dealer Management

Forestry

Medical Scheduling

Moving Software

Patient Engagement

Vertical-Specific

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The Envision Investor Management Suite is a software solution designed by Envision Financial Systems to automate and expand the business operations of asset managers, financial services providers, transfer agents, broker-dealers, and 529 plan administrators. According to the vendor, this suite caters to a wide range of professions and industries, including investment firms, transfer agents, broker-dealers, third-party transfer agents, mutual fund families, alternative investment sponsors, and 529 plan administrators.

## Key Features

**Investor Recordkeeping System**: According to the vendor, this suite provides a fully configurable shareholder recordkeeping system that offers real-time access to customer data and account processing. It supports various investment types, including mutual funds, institutional money market funds, asset allocation models, college savings plans, interval funds, non-traded REITs, and more.

**Business Process Management**: The Envision Investor Management Suite allows for the automation of business processes, streamlining workflows, and enhancing collaboration among different teams. The vendor claims it provides customizable rules and workflows to meet specific business requirements, improving operational efficiency and reducing manual errors.

**Investor & Rep Digital Interfaces**: The suite offers digital interfaces for investors and representatives to access accounts, statements, transactions, and account maintenance. According to the vendor, the user-friendly and intuitive interface supports self-service capabilities, reducing the need for manual assistance and enhancing the overall user experience.

**RTQ-Asset Allocation Modeling**: An add-on feature includes a digital interface that enables real-time quote (RTQ) and asset allocation modeling. According to the vendor, investors and representatives can access real-time market data and perform asset allocation modeling to make informed investment decisions, enhancing portfolio management and diversification strategies.

**Bank Reconciliation System**: The suite provides a bank reconciliation system that automates the reconciliation of bank transactions and investor accounts. According to the vendor, it helps identify discrepancies and resolve them efficiently, reducing the risk of errors and improving accuracy. This feature streamlines the reconciliation process, saving time for financial institutions.

**APIs (Application Programming Interfaces)**: The Envision Investor Management Suite offers a wide range of APIs for seamless integration with other systems and applications. According to the vendor, these APIs allow for real-time data exchange and communication between the suite and external systems, enabling customization and integration with existing infrastructure.

**Real-Time Cash Availability**: The suite provides real-time visibility into cash availability for investors and representatives. According to the vendor, it helps investors make informed investment decisions based on accurate and up-to-date cash balances, improving transparency and reducing the risk of overdrafts or insufficient funds.

**Investor Correspondence**: The suite enables the automated generation and delivery of investor correspondence, including statements, confirmations, tax forms, and other documents. According to the vendor, customizable templates and delivery options cater to specific communication needs, enhancing customer service and improving operational efficiency.

**Fund Data Management Services (for Broker-Dealers)**: For broker-dealers, the suite offers fund data management services to gather fund NAVs, dividends, and other corporate actions. According to the vendor, it processes data across the book of business, reducing manual effort and ensuring accuracy. Account and trade reconciliation services, including subaccounting to omnibus account reconciliation, are also provided.

**Omnibus Trade Reconciliation Services (for Broker-Dealers)**: The suite supports trade reconciliation for broker-dealers, including trades, positions, inter-firm transfers, activity, and dividends. According to the vendor, it utilizes advanced technology features such as risk recognition and automatic generation of reconciling adjustment transactions, helping ensure accurate and timely reconciliation, reducing operational risk.

According to the vendor, RightCapital's financial planning solution allows financial advisors to:
•Differentiate their value for more clients.
•Create a simple plan in as little as 10 minutes.
•Empower themselves to evolve with planning needs.

Basic

Premium

Platinum

RightCapital

ECOS

Envision Investor Management Suite

Investment Portfolio Management

Envision Financial Systems

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Investment Portfolio Management Software

Envision Investor Management Suite

Overview

What is Envision Investor Management Suite?