Investor recordkeeping that's flexible, open and versatile.

Unified platform for transfer agents and broker-dealers servicing alternative and semi-liquid investment products  Costa Mesa, CA, Jan. 21, 2026 — Envision Financial Systems, the leader in real-time investor recordkeeping technology and services, today announced AltsKeeper™, a bundled solution designed to help transfer agents and broker-dealers support a broad range of alternative and semi-liquid investment products on a single, configurable platform.  According to Envision estimates, […]

So far, most tokenized products are money-market or Treasury funds with institutional-investor clientele. That will change as more asset managers respond to strong business drivers. There's already evidence for retail demand. Here, we'll do three things: Note the key business drivers for asset managers. Apply a transfer-agent's perspective. Briefly introduce the Envision Digital Assets Platform. […]

We’ve been talking with clients and industry partners—and testing AI tools ourselves—we’d like to share some thoughts for how AI will transform investor recordkeeping and subaccounting.   Operational Excellence & Productivity  AI will perform high-volume, rules-driven tasks, like onboarding, document handling, information reconciliation, and client inquiries, leading to faster turnaround, real-time processes (e.g., NAV calculation), and […]