Investor recordkeeping that's flexible, open and versatile.

Simplified ETF recordkeeping for transfer agents    Costa Mesa, CA, March 17, 2026 — Envision Financial Systems, the leader in real-time investor recordkeeping technology and services, today announced ETFKeeper, a fully automated system enabling transfer agents to simplify Exchange-Traded Fund recordkeeping and reporting.   ETFKeeper gives transfer agents a clean, streamlined way to manage ETF share creation, redemptions, dividend processing, share splits, capital-stock reporting, and position accounting.  “ETFKeeper enables TAs to reduce […]

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. […]