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Date Founded: 1994
Business Type:
Envision Financial Systems, Inc. is a provider of software solutions
to the institutional and mutual fund asset management markets. Using
an in-depth knowledge of the financial services industry and extensive
experience in software development, they create global systems that
are intuitive, scalable, and easily adaptable.
Envision Products:
PowerAgent™ introduced in 1997, is a full-featured transfer
agency system that increases productivity, enhances customer service
and reduces shareholder-servicing expenses.
2006 Mutual Fund Service Guide annual rankings
2006 Snapshot
Scalability:
- PowerAgent is currently installed in 24 sites around the world.
- PowerAgent is used by more than 4 million shareholder accounts in over 5,500 funds and 188 fund families.
- The largest single installation supports over 40 fund families.
- The largest single fund has over 1,000,000 shareholder accounts.
- A joint benchmark between Envision and HP provePowerAgent's scalability on at least 6 million shareholder accounts, having only used a portion of the total system processing power.
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Key Management:
- Satnam S. Gambhir, President and Co-founder
- Timothy Kan, Chief Technology Officer
and Co-founder
- Thomas J. Wiedecker, Chief Operations
Officer
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Employee
Growth:
Currently at 100 employees, Envision’s employee base has grown 67% in the last 3 years alone.
Locations:
Headquarters
18101 Von Karman Ave, Ste 1420
Irvine, California
92612
Phone: (714) 247-0030
East Coast Operational Center
300 Redland Ct., Suite 208
Owings Mills, MD 21117
Telephone: (410) 581-6880
Fax: (410) 581-6884
Research and Development
#747, 4th Block, 80 ft Road
Koramangala, Bangalore
560034 India
Telephone: +91-80-41102261
Fax: +91-80-41102260 ext 43 |
