Envision Financial Systems, Inc.

www.enfs.com

Envision is the leading provider of real-time shareholder recordkeeping and servicing solutions. Our product suite includes a shareholder recordkeeping and subaccounting solutions with integrated workflow and imaging; internet inquiry, trading and e-delivery solutions. Envision also offers a trade monitoring application that works with any recordkeeping platform and a portfolio management and accounting solution that unifies all the important technology needed to operate a Registered Investment Advisory firm. Using real-time open industry standard technology, configurable business rules and a customer-centric interface, our clients have significantly increased efficiency and service quality. Envision’s products enable Investment Companies, Service Providers, Brokerage Firms and Registered Investment Advisors to optimize productivity and increase customer satisfaction by allowing them to control and customize their business processes. Envision provides reliability for today’s challenges and flexibility for tomorrow’s opportunities.

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Envision is the leading provider of real-time shareholder recordkeeping and servicing solutions. Our product suite includes a shareholder recordkeeping and subaccounting solutions with integrated workflow and imaging; internet inquiry, trading and e-delivery solutions. Envision also offers a trade monitoring application that works with any recordkeeping platform and a portfolio management and accounting solution that unifies all the important technology needed to operate a Registered Investment Advisory firm. Using real-time open industry standard technology, configurable business rules and a customer-centric interface, our clients have significantly increased efficiency and service quality. Envision’s products enable Investment Companies, Service Providers, Brokerage Firms and Registered Investment Advisors to optimize productivity and increase customer satisfaction by allowing them to control and customize their business processes. Envision provides reliability for today’s challenges and flexibility for tomorrow’s opportunities.

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Country

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State

California

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City (Headquarters)

Costa Mesa

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Founded

1994

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Estimated Revenue

$10,000,000 to $50,000,000

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Social

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Employees statistics

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Potential Decision Makers

  • Senior Executive - Human Resources

    Email ****** @****.com
    Phone (***) ****-****
  • Manager - Human Resources

    Email ****** @****.com
    Phone (***) ****-****
  • Relationship Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Lead Cloud Engineer

    Email ****** @****.com
    Phone (***) ****-****

Technologies

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