Move reflects expansion of capabilities to serve a broader range of asset managers and investment administrators

COSTA MESA, CA, April 30, 2020 /24-7PressRelease/ — Envision Financial Systems, Inc., a leading provider of real-time investor recordkeeping and other technology, today announced the addition of Lani Oneil as Vice President, Business Development. In her role, Oneil will be responsible for distributing Envision’s suite of shareholder recordkeeping products and services.

“We are seeing opportunities across the financial services markets where Envision’s products and services are a great fit,” said Brian Jones, Executive Vice President for Envision Financial Systems. “Lani’s experience working for asset managers and third party administrators, along with her prior success sourcing and cultivating opportunities will serve her well in her new role.”

Envision has been placing emphasis on increasing its services and core recordkeeping technology use by financial services firms in new ways. This includes expanding its alternative investment solutions and institutional account servicing capabilities to serve a broader range of asset managers and investment administrators and to support additional investment vehicles.

“I have been working in the mutual fund and wealth management arenas for years. As I got to know Envision, it was the flexibility and automation of the technology that most impressed me,” added Oneil. “I look forward to working with sponsors, asset managers and their transfer agents and showing them how Envision can transform and streamline their investor recordkeeping functions.”

Before joining Envision, Oneil was an advisor at Catalyst Retirement Advisors. Prior to that she oversaw national accounts for Frontier Asset Management and SS&C ALPS. She started her career at Janus Henderson Investors. Oneil will be based in Envision’s Denver offices.

About Envision Financial Systems, Inc.
Founded in 1994, Envision Financial Systems, Inc. is a premier provider of real-time investor recordkeeping technology and outsource solutions. Using in-depth knowledge of the industry and listening to its customers, Envision’s solutions enable firms with subaccounting needs to consolidate and control investor activity, increase representative and investor satisfaction, and help mitigate operational and economic risks. Envision supports over 450 investment companies, comprised of over 21,555 CUSIPS representing over $39 trillion is client assets. Envision’s headquarters are in Costa Mesa, California, with offices in Owings Mills, Maryland, Denver, Colorado and Bangalore, India. For more information, visit www.enfs.com.


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