Curated News
By: NewsRamp Editorial Staff
November 19, 2024
Envision Financial Systems Onboards UMB Fund Services' Transfer Agency onto its Investor Recordkeeping Platform
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- Envision's platform provides UMB Fund Services with modernization and efficiency, giving them a competitive edge in the industry.
- Envision's comprehensive software platform automates processing and optimizes efficiency for investor recordkeeping, benefiting UMB and their customers.
- Envision's technology brings modernization and increased ease to UMB, benefiting both their customers and associates.
- Envision's investor recordkeeping platform was recognized for innovation in technology, eliminating manual work and optimizing processing and reporting.
Impact - Why it Matters
This news matters as it showcases the collaboration between Envision and UMB to modernize and automate investor recordkeeping processes, ultimately benefiting customers and associates. The recognition by Nicsa further emphasizes the significance of Envision's innovative solutions in the industry.
Summary
Envision Financial Systems has successfully onboarded UMB Fund Services' Transfer Agency services onto its comprehensive software platform for investor recordkeeping. The conversion involved the sunset of several ancillary systems and the implementation of a new streamlined operating model. Envision's investor recordkeeping platform was recently recognized by industry trade association Nicsa for its innovation in technology.
Source Statement
This curated news summary relied on this press release disributed by 24-7 Press Release. Read the source press release here, Envision Financial Systems Onboards UMB Fund Services' Transfer Agency onto its Investor Recordkeeping Platform
