Envision Investor Management Suite Description
The Envision Investor Management Suite is constructed on the foundational record-keeping system that underlies nearly all our operations, offering a versatile and modular toolkit designed to tackle a wide range of operational challenges faced by pooled investment vehicles. It simplifies both costs and complexity through its open architecture and software-as-a-service deployment. This suite integrates various systems within an easily customizable modular framework. It empowers employees to access account information seamlessly from one interface, leading to enhanced back-office efficiency with intuitive user experiences. Additionally, it delivers real-time data integration, eliminating delays associated with batch processing, and thus ensuring that decision-makers have immediate access to the most current information available. Overall, this suite is designed to streamline operations and elevate the overall management of investments.
Envision Investor Management Suite Alternatives
Sharesight
Sharesight, a popular investment portfolio tracker, is used in more than 100 countries around the world. It tracks all your stocks, ETFs and dividends in one place.
Sharesight allows you to compare your portfolio with an index or a specific stock, and see your total investment return over a period of time.
Track your investments across multiple exchanges, currencies and brokers.
This eliminates the need for ongoing data input, as all dividends, stock splits, and corporate actions are handled by an automated system, saving you both time & money.
Sharesight is free to use. Join hundreds of thousands of other investors who are tracking their portfolio performance.
Learn more
FundCount
FundCount is an analytical and partnership accounting software that tracks, analyses and reports on complex investments. FundCount is suitable for fund administrators, family offices and hedge funds as well as private equity firms. It features an integrated multicurrency general leadger and automated workflow tools that bring greater efficiency to day-to-day processes. It also includes flexible, easy-to-use reporting tools that allow firms to quickly create and deliver customized reports to meet each client's specific requirements. Hedgeweek voted FundCount the Best Fund Accounting and Reporting System Firm.
Learn more
otris corporate
Enhance your investment management processes with Otris Corporate, which provides essential transparency for effective oversight and administration by offering clear organizational charts, well-structured documents, traceable company progress, and tailored reports. The core responsibilities of investment management involve executing an investment strategy, streamlining investment administration, and creating standardized investment controls, all of which require up-to-date and consistent information regarding locations, investors, committees, and mandate holders. When information and documents are scattered across various locations within a company, not only does the process of gathering them become tedious, but it also raises concerns about the accuracy and completeness of the data. Questions arise such as whether the information is current, how it is interconnected, and what historical developments have contributed to the present situation. The ideal solution is a centralized software system specifically designed for investment management, ensuring that all necessary information is easily accessible and reliable for informed decision-making. By adopting such a system, companies can eliminate uncertainty and streamline their investment processes more effectively.
Learn more
XENTIS
XENTIS is a comprehensive, modular investment management platform engineered to oversee the complete investment lifecycle. Today, it is the preferred solution among top investment firms, utilized by thousands of professionals to manage assets exceeding one trillion EUR and to calculate the pricing of over 6,000 funds and 30,000 mandates on a daily basis. With its extensive range of features, XENTIS effectively automates all aspects of the investment process, encompassing front-, middle-, and back-office operations seamlessly. This level of integration not only enhances efficiency but also ensures accuracy throughout the investment management journey.
Learn more
Integrations
API:
Yes, Envision Investor Management Suite has an API
No Integrations at this time
Company Details
Company:
Envision Financial Systems
Year Founded:
1994
Headquarters:
United States
Website:
enfs.com/envision-investor-management-suite/
Media
Recommended Products
MongoDB Atlas runs apps anywhere
MongoDB Atlas gives you the freedom to build and run modern applications anywhere—across AWS, Azure, and Google Cloud. With global availability in over 115 regions, Atlas lets you deploy close to your users, meet compliance needs, and scale with confidence across any geography.
Product Details
Platforms
Web-Based
Types of Training
Training Docs
Customer Support
Online Support
Envision Investor Management Suite Features and Options
Investment Management Software
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Envision Investor Management Suite User Reviews
Write a Review- Previous
- Next