SUBACCOUNTING: Business Statistics - System Sale or Lease Providers

1 Min Read

Partner Insights from

System Sale or Lease Subaccounting business statistics.

View Table

Printer Friendly Version

SUBACCOUNTING: Business Statistics - System Sale or Lease Providers

	Envision Financial Systems, Inc.
CLIENT INFORMATION
# Firms	3
# Open-end U.S. mutual fund shareholder accounts (Ks)	3,854
# Closed-end U.S. mutual fund shareholder accounts	0
# Firms added/lost in 2018	-1
# Clients outside of the U.S.	0
GENERAL INFORMATION
Provide dividend records in time for posting on payable date	Yes
No. of years of transaction history that can be accessed	Infinite
SERVICE SUMMARY
Overflow facilities	No
Require funds to sign multiyear contract	Yes
Offer hybrid servicing	Yes
PERSONNEL
Average industry experience (years)	**
Average tenure with company (years)	**
Primary client contact and subaccounting staff at same location	**
TYPE OF FUNDS SERVICED
Average industry experience (years)	**
Average tenure with company (years)	**
Primary client contact and subaccounting staff at same location	**
TYPE OF FUNDS SERVICED
No-Load Funds	**
Front Load Funds	**
CDSC (Back Load) Funds	**
Spread Load Funds	**
Multiple Class Funds	**
Money Market Funds	**
Offshore Funds	**

** - Not reported
N - Not available
U - In use
A - Available
D - In development