Client Testimonials

Client Testimonials

Don’t take our word for it. Listen to what our customers are saying about Envision.

“Power Agent’s tightly integrated modules provide seamless straight through processing and its regular software updates keep us ahead of the dynamic financial services regulations.  The system is powerful and flexible which allows us to easily perform precise data mining and maintenance.  We also enjoy high quality customer service from daily operations to technical support.”

David Bogaert, Managing Director, Business Development, Commonwealth Companies


“We have a true collaborative partnership with Envision. We each bring a unique perspective to the relationship. For their part, Envision helps us understand how we can leverage their technology to meet our goals in both our institutional and college savings administration lines of business.”

Susan Cornwell, Former Senior Vice President, OppenheimerFunds, Inc.

”The ability to access and analyze data has helped us better understand the Quant Fund shareholders, to support marketing initiatives and to grow our assets.”

Peggy Castignetti, Director of Transfer Agency, Quantitative Advisors

”I use the ad hoc query tool all the time to help me perform quality control. I can easily create a report of trading activity to reconcile the shareholder activity to the cash receipts and disbursements. This ensures there are no missing trades that would create financial exposure.”

Deanna Sparks, Manager of Operations, Mutual Funds Service Company


  • Client Testimonials