Investor recordkeeping that's flexible, open and versatile.

By Satnam Gambhir In a No Action Letter dated August 12, 2026, the staff of the SEC’s Division of Investment Management said it would not recommend enforcement action against certain Franklin Templeton funds in connection with their investments in the Franklin OnChain U.S. Government Money Fund, a government money market fund whose official record of […]

By Brian Jones, Chief Operating Officer, Envision Financial Systems   The hardest problem in alternative investing right now is not the product. It is the plumbing. Ask the people who run fund operations what slows growth, and the answer is rarely a missing fund type — it is the lack of a shared way to […]

In the linked video, Brian Jones speaks with Ignites about the industry’s need to invest in technology to make alternative fund operations easier. He also notes that Envision has made heavy investments in helping our clients work more efficiently. Following is a brief summary of some of those investments, organized around common problems clients face. […]