| 2007 |
Envision Makes Deliotte Technology Fast 50 for fourth Consecutive Year |
| Oregon 529 Plan converts to PowerAgent |
Envision named a finalist for Institutional Investors “Best Post-Trade Implementation” Award |
Wells Fargo implements Clarity Compliance |
Envision nominated for 2007 Source Media “Innovation Award” |
Envision Launches Clarity Compliance |
| 2006 |
Envision Makes Software 500 for second consecutive year |
OppenheimerFund Services enlists PowerAgent for 529 plan administration |
Envision Launches 529 Support |
Envision Makes Deliotte Technology Fast 50 for Third Consecutive Year |
Envision Launches PARecon Cash Reconciliation |
Envision expands its world headquarters to Irvine, California |
Envision launches PAFlow, an integrated workflow and imaging Solution |
Envision achieves Level 4 CMMI designation |
| 2005 |
Envision appears on World Business Review television show |
Microsoft and Envision launch live webcast |
FSSI and Envision partner to deliver document solutions |
Envision wins first place with SourceMedia Fund Operations award |
PowerAgent version 5.0 is released |
Envision named as one of top 50 fastest growing technology companies in Orange County by Deloitte |
Envision named to the Software 500 |
Butler Group releases report on PowerAgent |
2004 |
Envision launches PowerAgent Million Dollar Challenge |
| Envision selected as finalist for Stevie Awards |
| Envision hosts NICSA panel with HP and Microsoft |
| Envision selected as finalist for Best Software Company of the Year |
| 2003
|
Parnassus Investments selects PowerAgent |
| Envision expands to new three-story R&D facility |
| PowerAgent version 4.0 is released |
| PowerAgent first TA vendor to offer multi-cycle pricing |
| 2002
|
Rydex Fund Services signs Envision
for TA needs |
| Envision opens research
and development office |
| 2001
|
Envision increases revenues by 32%
year-over-year, marking growth in revenue for 4 consecutive
years |
| Envision opens East Coast service
and support office in Owings Mills, MD |
| 2000
|
Brown Brothers Harriman selects PowerBroker
for global order processing needs |
| PowerAgent is the first to market
with multicurrency functions |
| Envision expands head office from
Newport Beach to Tustin, CA |
| 1998 |
eBay/Paypal selects PowerAgent |
| 1997
|
PowerAgent adds NSCC, load fund functionality |
| Envision releases Version 2 of PowerAgent |
