Envision Launches AltsKeeper to Simplify Alternative Investment Management

Envision Financial Systems, a leader in investor recordkeeping technology and services, has unveiled AltsKeeper™, a groundbreaking bundled solution designed to revolutionize how transfer agents and broker-dealers manage alternative and semi-liquid investments. This innovative platform consolidates support for diverse products like interval funds, tender-offer funds, REITs, and BDCs into a single, configurable operating environment, addressing the operational complexities that have emerged as these markets explode. According to Envision's estimates, the semi-liquid and alternative investment space has doubled on its platform over the last three years, mirroring industry data showing interval and tender-offer funds soaring to $222 billion as of Q3 2025—with year-to-date fundraising approximately double the level from just two years ago. The company estimates it already accounts for more than 35% of the semi-liquid registered fund market, positioning AltsKeeper as a critical tool for firms grappling with rapid growth.

The core message from Envision, headquartered in Costa Mesa, California, is clear: product complexity has become a major constraint to operational productivity in private and semi-liquid markets. Brian Jones, chief operating officer at Envision, emphasized that AltsKeeper reflects the realities of clients' businesses today by supporting multiple product structures, managing complex workflows, and integrating with distributors without adding layers of additional software. The solution eliminates reliance on spreadsheets, point solutions, and manual processes that often emerge as firms expand their alternative-investment offerings. By bringing key workflows, data, and integration together on one platform, AltsKeeper allows teams to focus on execution rather than workarounds, unifying everything from subscription processing and liquidity events to data integration and investor communications.

This launch comes as Envision sees new business opportunities emerge and has signed several new clients, with firms reassessing their operating models in response to increasing operational pressures. AltsKeeper supports a range of vehicles within a single operating environment, enabling firms to consolidate products onto one platform to unify workflows, data, and reporting while maintaining flexibility for product-specific requirements like non-daily liquidity, customized trading calendars, and complex fee structures. For more details on this transformative solution, interested parties can visit https://enfs.com/altskeeper. As a company with over 30 years of experience supporting more than $8.5 trillion in investor assets, Envision's AltsKeeper represents a significant advancement in financial technology, helping asset managers, fund sponsors, and brokers automate processing and optimize efficiency in an increasingly complex investment landscape.