SR 20 Fastest Growing Software Companies

Envision Financial Systems: A Forward looking company with Rich Mutual Fund and Technology Experience


“Well-functioning financial systems are important in achieving sustained economic growth.” – Toshihiko Fukui

Envision Financial Systems provides real-time shareholder accounting and servicing technologies for mutual funds, asset managers, transfer agents and 529 program providers. Its products allow firms to increase efficiency and improve customer satisfaction, while enabling their emerging business needs. Using industry standard open technologies, along with a modular design, an intuitive interface and configurable rules, its clients are able to introduce new features, functions and product capabilities to the market faster, easier and more cost effectively.

Incorporated in 1994, Envision Financial Systems, Inc is a privately held corporation with headquarters in Irvine, California. Envision has offices in Owings Mills, Maryland and Bangalore, India providing client support and software development respectively.

The mutual fund shareholder accounting market has changed and recordkeeping is now being done by brokers and financial advisors, Envision has made a significant investment in the PowerAgent product suite so that it could be used by brokers as well as investment companies. The company provides the most flexible mutual fund shareholder recordkeeping system and tailors its solution to meet the specific needs of its customers. It proactively engages with industry groups and regulatory agencies so that it is positioned to address upcoming current regulatory requirements and industry best practices.

Envision offers the only product suite that provides firms with integrated and scalable mutual fund recordkeeping solutions to optimize productivity, increase customer satisfaction, and enable emerging business by:

Listening to its customers and allowing them to do business on their terms
Using open industry standard technologies
Engineering configurable application architecture and intuitive designs
Focus on continuous improvement

Product Offerings
Envision offers solutions in mutual funds subaccounting, shareholder recordkeeping and compliance.

PowerAgent – is an integrated real-time, full-featured, rules-based shareholder accounting system that provides instant advantages to shareholder servicing, fund management and governance.

Subaccounting – builds upon the innovative and award winning PowerAgent capabilities to create a mutual fund subaccounting system for brokerage firms, investment advisors and trust departments to increase profitability, improve customer service and mitigate risk.

PAWorx – is an imaging & workflow system designed to create a “paperless” and highly automated operating environment. PAWorx is fully integrated with PowerAgent and PowerAgent for Subaccounting to eliminate duplicate data entry and create seamless rules-based business processes.

PAWeb – is a turnkey client-configurable web interface. PAWeb provides shareholders and financial intermediaries’ real-time access to account information and trading capabilities.

PAMobile – is a turnkey client-configurable responsive mobile device interface. PAMobile provides shareholders and financial intermediaries’ real-time access to account information and trading capabilities via any mobile phone or tablet.

PACash – provides Portfolio Managers projected cash availability in real time to help them make fund portfolio decisions on a timelier basis.

PATools – is a wide selection of Application Programming Interfaces (API) that facilitates the exchange of information between PowerAgent or PowerAgent for Subaccounting and any other applications in your environment.

Clarity Compliance – is an on-demand web-based SEC 22(c)-2 compliance service that accepts data from any shareholder accounting or sub-accounting system. The Clarity Compliance service combines intermediary interaction with technology to enable mutual funds to efficiently monitor and resolve fund policy violations.

Awards & Recognitions
SourceMedia awarded Envision First Place for Innovations in their prestigious Fund Operations Award.
The company earned the Deloitte Technology Orange County Fast 50 Award.

Envision has been named to the Software 500, a list of the top 500 software companies in the world since 2005.
The implementation of the company’s Clarity Compliance service was recognized by the mutual fund industry as the best post trade implementation.

Envision has several large well known advisors sold investment companies as well as 3rd party service providers including some the country’s largest banks and college savings plan administrators which also include State Treasury offices.

Client Testimonial
“Envision has been an excellent partner for us and our 529 business. They understand the business and have a very solid system and end user interface for our investors and our back office.”
– Jay J. Steinacher, CTFA, 529 College Savings Group Manager, Union Bank & Trust Company

Future Roadmap
Envision will continue to focus on its core distribution markets and the aggressive roll-out of its mutual fund sub-accounting technology and services capabilities. In addition to these, the company will continue to expand its core technology to address new financial service products and their service providers. A key focus will be alternative investment products such as REIT and private equity funds.

“We are the leading provider of real-time shareholder recordkeeping solutions and services for the financial services industry” – Envision

Knowing the Masters

Satnam Gambhir, Founder, Chief Executive Officer & Chief Design Officer
He is responsible for determining the strategic direction of the company and its products. Satnam has over two decades of experience in managing, designing and developing software applications. Prior to forming Envision, he was Vice President of the Information Systems group for Analytic Investment Management. There he developed, implemented, and managed the transfer agent software used by four mutual funds. Previously, he designed and developed Computer Aided Design software for Advanced Micro Devices in Sunnyvale, CA.

Satnam holds a Bachelor of Science degree in Electrical Engineering from the University of Bombay, India, and a Master of Science degree in Electrical and Computer Engineering from the University of Cincinnati, Ohio and an MBA with an emphasis in Finance and MIS from the University of California at Berkeley.

Timothy Kan, Founder, President and Chief Product Strategy Officer
Tim has over twenty years of experience in the financial services and information technology industries. Before founding Envision, he was the Chief Software Architect for StockMate Financial Systems where he was responsible for designing, developing and managing software products for the company.

Tim holds a Bachelor of Science degree in Electrical Engineering and Computer Science from the University of Wisconsin, Madison and a Master of Science degree in Electrical Engineering from the University of Southern California.