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Quasar Distributors, LLC, Member FINRA, SIPC. To check the background of this firm, visit BrokerCheck by FINRA Investment products are NOT insured by the FDIC or any other federal government agency Are NOT deposits of or guaranteed by the Bank or any Bank affiliate MAY Lose Value. Bancorp Fund Services, LLC and its affiliate Quasar Distributors, LLC have come together to offer FundKeeper. Envision’s headquarters are in Costa Mesa, California, with offices in Owings Mills, Maryland, Denver, Colorado and Bangalore, India. Envision supports over 465 investment companies, comprised of over 15,270 CUSIPS representing over $3.7 trillion is client assets. UFO, the Procure Space ETF, may provide diversification beyond the limitations of solely earthbound companies. Using in-depth knowledge of the industry and listening to its customers, Envision’s solutions enable firms with subaccounting needs to consolidate and control investor activity, increase representative and investor satisfaction, and help mitigate operational and economic risks. is a premier provider of real-time mutual fund recordkeeping technology and outsource solutions. FundKeeper is a more effective alternative to both these options with better economics in most cases.įounded in 1994, Envision Financial Systems, Inc. Or, they’ve been forced to “go to traditional brokerage” with accounts unsuited to conventional brokerage fees and complexity. Traditionally, intermediaries have held these accounts directly with mutual fund families-and suffered business inefficiencies and lack of control. FundKeeper brings financial intermediaries a new approach to supporting mutual-fund-only investor accounts. The fundVISION™ platform leverages Envision’s FundKeeper solution, which was launched last year in collaboration with U.S. “With their innovative fundVISION™ deployment, these two important Envision customers are providing their advisors and clients with a powerful tool for consolidating multiple funds in a single account with the operational efficiencies of brokerage and the low cost of direct fund business.” “Hats off to CFS and SPF on this honor and their impressive winning streak,” said Envision CEO Satnam Gambhir. The broker-dealers were recognized with the award for the fifth year in a row. The BISA Technology Innovation Award recognizes leadership in the advancement of the financial services industry’s products, services, and platforms through technology innovation.
The sister companies, subsidiaries of Atria Wealth Solutions, were recognized for fundVISION™, an innovative, consolidated platform for mutual funds powered by Envision’s FundKeeper technology. (Costa Mesa, CA, April 12, 2018) – Envision Financial Systems, Inc., a leading provider of real-time mutual fund shareholder recordkeeping technology congratulates CUSO Financial Services, LP (CFS) and Sorrento Pacific Financial, LLC (SPF) for winning a Tech Innovation Award at the Bank Insurance & Securities Association Annual Conference.
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