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Confidence and agility in shareholder accounting & management.

Envision Investor Management Suite is Confidence and agility in shareholder accounting & management. The Envision Investor Management Suite is a real-time, configurable shareholder recordkeeping system. Built atop the core recordkeeping system that powers most everything we do, the Envision Investor Management Suite is a flexible, modular set of tools to handle just about any operating challenges a pooled investment vehicle can throw at it.
Envision Financial Inc.
1997
United States
  • Financial-services
1 Industry
  • English
1 Language
Industries
  • Financial-services
Licensing & Deployment
  • Open Source
  • Cloud Hosted
  • Windows
  • Mac
  • Linux
Support
  • Phone
  • 24x7 Support
Training
  • Webinar
Knowledge Base
  • Help Guides
  • Video Guides
  • Blogs

Media

Envision Investor Management Suite

Envision Investor Management Suite Core Features

Focus of Financial Planning Feature
  • Accounting Integration
  • Budgeting & Forecasting
  • Financial Reporting
  • Investment Management
  • Risk Management
Focus of Accounting Feature
  • Budgeting and Forecasting
  • Financial Reporting
  • Project Accounting

Envision Investor Management Suite Pricing

Pricing Type
  • Contact Vendor
Preferred Currency
  • USD ($)
Free Version
  • No
Payment Frequency
  • Quote Based
Vendor pricing page

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