Envision Financial Systems, Inc., has improved its mutual fund subaccounting system for broker/dealers with a new update.

With the improvement of Envision's PowerAgent shareholder recordkeeping system, intermediaries, including brokerage firms, investment advisors and trust departments, can now subaccount their clients' mutual fund and ETF assets.

Subscribe Now

Access to premium content including in-depth coverage of mutual funds, hedge funds, 401(K)s, 529 plans, and more.

3-Week Free Trial

Insight and analysis into the management, marketing, operations and technology of the asset management industry.