Envision Financial Systems, Inc.

Overview

Envision Financial Systems, Inc. (ENFS) is a financial technology company founded in 1994 by Satnam Gambhir and Tim Kan. Based in Costa Mesa, California, with additional offices in Denver, Owings Mills, and Bangalore, ENFS specializes in real-time shareholder recordkeeping and servicing solutions for the financial services industry. The company supports over $6 trillion in investor assets and employs more than 200 people.

ENFS offers a flexible investor recordkeeping platform and related solutions that modernize operations and automate processes. Their core offerings include shareholder recordkeeping, subaccounting, and integrated workflow solutions. They also provide digital tools for trading and e-delivery, as well as specialized applications for trade monitoring and portfolio management. ENFS serves a variety of clients, including investment firms, transfer agents, and mutual funds, helping them improve efficiency and service quality through innovative technology.

Basic Information

Contact Details

• Phone: +1 714-247-0030
• Website: enfs.com
• LinkedIn: linkedin.com/company/envision-financial-systems

Key Focus Areas & Initiatives

• mutual fund shareholder accounting system
• fund accounting
• speciality products for mf industry
• mutual fund trade analysis & compliance
• mutual fund subaccounting technology & solutions
• portfolio management & accounting technology & solutions
• software development
• cloud-based software
• api integration
• multi-plan support
• flexible software architecture
• open system architecture
• cloud saas deployment
• fund attribute management
• alternative investments
• customizable workflows
• core recordkeeping system
• tax reporting integration
• digital investor portals
• portfolio analytics
• subaccounting
• real-time data access
• api development
• data validation checks
• bdcs support
• business process automation
• transaction reconciliation
• fund merger processing
• fund data management services
• alternative product support
• automated document capture
• integration apis
• fund data management
• regulatory reporting automation
• services
• lgips support
• mutual funds support
• cloud hosting
• subaccounting software
• portfolio management
• real-time cash flow
• compliance rule customization
• b2b
• multi-asset reconciliation
• investor communication
• client portal branding
• multi-asset class support
• target-date portfolios
• financial technology
• data validation
• transaction processing
• digital interfaces
• digital onboarding
• investor self-service
• real-time inquiry
• api toolkit
• digital portals
• regulatory compliance
• investment management
• compliance monitoring
• client-specific configurations
• cash reconciliation
• financial services
• securities and commodity contracts intermediation and brokerage
• non-traded reits
• compliance support
• client customization
• automated workflows
• portfolio rebalancing
• investor recordkeeping
• client data access
• asset allocation models
• cash management
• multi-currency support
• open industry standards
• multi-channel communication
• multi-product support
• regulatory rule engine
• college savings plans
• automated suitability
• client reporting
• web portals
• investor and rep portals
• finance
• education
• information technology & services
• cloud computing
• enterprise software
• enterprises
• computer software
• finance technology

Technologies Used

• AI
• Apache
• GoDaddy Hosting
• Google Tag Manager
• Hubspot
• Mimecast
• Mobile Friendly
• Remote
• Slack
• WordPress.org