SUBACCOUNTING: Business Statistics - Remote Service Providers

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Remote Subaccounting business statistics.

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SUBACCOUNTING: Business Statistics - Remote Service Providers
BNY Mellon Envision Financial Systems, Inc.
CLIENT INFORMATION
# Firms 15 N/A
# Portfolios 36,385 N/A
# Open-end U.S. mutual fund shareholder accounts (Ks) 84,937 N/A
# Closed-end U.S. mutual fund shareholder accounts 5,827,180 N/A
# Firms added/lost in 2018 (1) N/A
# Shareholder accounts added/lost in 2018 2,614,342 N/A
# Clients outside of the U.S. Yes Yes
# Clients operate offshore funds N/A N/A
# Offices outside of the U.S. 83 1
SERVICE SUMMARY
Require funds to sign multiyear contract Yes Yes
Offer hybrid servicing (mix of full and remote service) Yes Yes
Is your system available 24x7 for inquiry and input? ** **
PERSONNEL
Average industry experience (years) ** **
Average tenure with company (years) ** **
Quality incentives available Yes Yes
In-house fulfillment facility Yes No
TYPE OF FUNDS SERVICED
No-Load Funds U U
Front Load Funds U U
CDSC (Back Load) Funds U U
Spread Load Funds U U
Multiple Class Funds U U
Money Market Funds U U

** - Not Reported
N - Not Available
U - In Use
A - Available
D - In Development
N/A - Not Applicable