Remote Subaccounting business statistics.
SUBACCOUNTING: Business Statistics - Remote Service Providers
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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