Firm recognized in ‘Clearing and Settlement Technology’ and ‘Cloud Solution’ Categories

COSTA MESA, CA, September 25, 2018 /24-7PressRelease/ — Envision Financial Systems, Inc., a leading provider of real-time mutual fund shareholder recordkeeping technology, was named a finalist in two categories for the 2018 Mutual Fund Service & Technology Awards by Fund Intelligence. Envision was shortlisted for the Best Clearing and Settlement Technology category—for which the firm took home the top prize in 2017—as well as the Best Cloud Solution category.

The Fund Intelligence Mutual Fund Service & Technology Awards recognize the achievements of US mutual fund service providers including administrators, custodians, legal specialists, accounting groups, and technology providers. Winners must demonstrate growth and innovation over the course of the last year.

Envision Financial Systems is being recognized for its innovative new FundKeeper platform, which was created in collaboration with U.S. Bank Global Fund Services. FundKeeper is a full-service mutual fund trading and shareholder servicing solution that can change the way financial intermediary firms work with mutual fund companies by consolidating multiple fund families onto a single platform without many of the fees and complexities of a conventional brokerage account.

“We’re honored to be recognized for our clearing and settlement technology for the second consecutive year,” said Satnam Gambhir, CEO of Envision. “It’s also a privilege to see FundKeeper recognized in the cloud solution category as a major benefit of FundKeeper is the ease in which broker dealers can implement and access our platform via a secure cloud environment. We collaborated with ISCorp, a leading provider of private secure cloud solutions, to support FundKeeper.”

Winners will be announced on October 4th at an awards dinner in New York. A complete list of categories and shortlist recipients can be found here.

About Envision Financial Systems, Inc.
Founded in 1994, Envision Financial Systems, Inc. is a premier provider of real-time mutual fund recordkeeping technology and outsource solutions. 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. Envision supports over 420 investment companies, comprised of over 11,700 CUSIPS representing over $2.2 trillion is client assets. Envision’s headquarters are in Costa Mesa, California, with offices in Owings Mills, Maryland, Denver, Colorado and Bangalore, India. For more information, visit

About U.S. Bank Global Fund Services
Headquartered in Milwaukee since 1969, U.S. Bank Global Fund Services provides single-source solutions to support a variety of investment strategies and products including mutual funds, alternative investments, open-end, closed-end, and exchange traded funds. As of June 2018, the division currently services 585 fund families comprised of 3,295 portfolios, 4,132 fund classes, and 4.5 million shareholder accounts with $1.14 trillion in client assets. U.S. Bank Global Fund Services is a subsidiary of U.S. Bank, the fifth largest commercial bank in the United States. Visit U.S. Bank Global Fund Services on the web at

Envision Financial Systems, U.S. Bank Global Fund Services and its affiliate Quasar Distributors, LLC have come together to offer FundKeeper.

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. Quasar Distributors, LLC, Member FINRA, SIPC

U.S. Bank does not guarantee the products, services or performance of its affiliates and third party providers.

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