Audience
Broker dealers in need of an investor management platform
About Envision Investor Management Suite
Built atop the core record-keeping system that powers most everything we do, the Envision Investor Management Suite is a flexible, modular set of tools to handle just about any operating challenges a pooled investment vehicle can throw at it. Reduces cost & complexity with an open design and SaaS implementation. Consolidates multiple systems in a modular structure that’s easy to customize. Enables staff to answer questions across accounts from a single screen. Increases back-office productivity with user-friendly interfaces. Provides real-time data integration—no waiting for batch processing.
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Integrations
API:
Yes, Envision Investor Management Suite offers API access
No integrations listed.
Company Information
Envision Financial Systems
Founded: 1994
United States
enfs.com/envision-investor-management-suite/
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Product Details
Platforms Supported
Cloud
Training
Documentation
Support
Online
Envision Investor Management Suite Frequently Asked Questions
Envision Investor Management Suite Product Features
Investment Management
Bonds / Stocks
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Modeling & Simulation
Accounting Management
Benchmarking
Client Management
Commodities
Fund Management
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
