ENVISION FINANCIAL SYSTEMS

Envision was founded by Satnam Gambhir and Tim Kan. The two met in 1988 through their work in the financial services industry, specifically with investment management and accounting systems for brokerage houses and mutual fund companies... Since 1994, our software and services have helped asset managers and financial services providers automate and expand their business with open systems and access to data in real-time... Envision provides shareholder recordkeeping and servicing solutions to mutual funds, 529 plans, broker dealers and alternative investment sponsors.

Also known as: Envision, Envision Financial Systems, Inc

Primary location: Costa Mesa United States