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Envision Investor Management Suite

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United States HQFounded 1997

Deployment

WindowsMacLinux

Best for

Medium

Overview

About Envision Investor Management Suite

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.

At a glance

Software information

Industries served, licensing and the support Envision Investor Management Suite provides.

Industries

  • Financial-services

Licensing

  • Open Source
  • Quote Based

Support

  • Phone
  • 24x7 Support

Training

  • Webinar

Knowledge Base

  • Help Guides
  • Video Guides
  • Blogs
Languages (1)
English
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Capabilities

Envision Investor Management Suite features

The full feature set, grouped by module.

Financial Planning Software

  • Accounting Integration
  • Budgeting & Forecasting
  • Financial Reporting
  • Investment Management
  • Risk Management

Accounting Software

  • Budgeting and Forecasting
  • Financial Reporting
  • Project Accounting

Plans

Envision Investor Management Suite pricing

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

Media

Screenshots & video

Envision Investor Management Suite screenshot

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