“Our service representatives are very excited about this new technology because it allows them to truly complete customers’ service needs at the point of contact whether it’s a product inquiry, transaction, correctional activity or all three. This new service model is exciting to all of us at OFI and should position the organization to continue to grow in the college savings marketplace.”

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

“Envision’s deep experience with transfer agency systems leads to seamless and smooth conversions off of legacy systems, allowing our clients to get up and running quickly.”

-Ned Burke, President
ALPS Fund Services, Inc.

“With Envision’s PowerAgent, we believe we have a solution and a partner that will ensure successful support of our innovative products and services now and in the future.”

-Kevin McGovern
Vice President Operations, Rydex Fund Services

“We choose our partners as carefully as we choose the companies we invest in, and Envision met all our criteria in having a full-featured product along with the expert personnel to handle our needs.”

-Susan Loughridge
Vice President of Shareholder Services, Parnassus Fund