New FundKeeper Platform Recognized

COSTA MESA, CA, October 12, 2017 /24-7PressRelease/ — Envision Financial Systems, Inc., a leading provider of real-time mutual fund shareholder recordkeeping technology, won the “Best Clearing and Settlement Technology” Award at the October 3rd Mutual Fund Service & Technology Awards ceremony in New York City.

According to Fund Intelligence, this award was designed to honor a technology provider that displayed depth and success in their technology, underpinning settlement and clearing of securities. Success in this category was determined by innovative technology advancements in settlement execution and clearing reconciliation, client satisfaction, and streamlined reconciliation processes.

Envision Financial Systems was specifically recognized for its innovative new FundKeeper platform, which was created in collaboration with U.S. Bancorp Fund Services. FundKeeper brings financial intermediaries a new approach to supporting mutual-fund-only investor accounts by consolidating the servicing of multiple fund families (new account opening, trading, statements etc.) onto a single platform without many of the fees and complexities of a conventional brokerage account. The platform provides access to more than 16,000 funds with a largely ‘all electronic’ mutual fund experience allowing financial intermediary firms to enhance up front compliance and eliminate the need for back end consolidation of their clients’ mutual fund holdings.

Said Satnam Gambhir, CEO of Envision, “We are honored to have received this year’s award for Best Clearing and Settlement Technology. We believe FundKeeper is a truly groundbreaking solution for the industry as it can provide broker dealers, registered investment advisors and other intermediary firms with a much more efficient and cost-effective way to offer mutual funds to their clients. This award was a testament to that.”

Envision was also shortlisted for awards in the following categories:

– Best Technology Provider Overall
– Best Technology/Infrastructure Initiative
– Best Mobile Application

The full list of winners for the Mutual Fund Service & Technology Awards 2017 is available 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 Irvine, California, with offices in Owings Mills, Maryland, Denver, Colorado and Bangalore, India. For more information, visit

About U.S. Bancorp Fund Services, LLC
Headquartered in Milwaukee since 1969, U.S. Bancorp Fund Services LLC 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. The division currently services 552 fund families comprised of 3,335 portfolios, 4,154 fund classes, and 3.4 million shareholder accounts with $1.04 trillion in client assets. U.S. Bancorp Fund Services is a subsidiary of U.S. Bank, the fifth largest commercial bank in the United States. Visit U.S. Bancorp Fund Services on the web at

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

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