Envision Financial Systems, Inc.

Envision was a proud sponsor of the #ICIInnovate conference. Our EVP & Chief Client Officer Tom Wiedecker moderated a panel on retail alternatives investment—he shared three takeaways from the discussion: https://bit.ly/4kL50WJ #RetailAlts #AlternativeInvestments

1. The private market is huge. 2. Wealth managers expect to increase allocations to private assets. 3. Technology is the key to overcoming operational challenges associated with retail-investor participation in private assets. Envision’s EVP & Chief Client Officer Tom Wiedecker shared his three key takeaways about the alternative investments industry from a recent panel at the #ICIInnovate conference. Learn more about his insights: https://bit.ly/3FqgX4b #RetailAlts #AlternativeInvestments #PrivateMarket

Envision was a proud sponsor of #NicsaSLF 2025! The annual Nicsa Strategic Leadership Forum is a great opportunity for asset and wealth managers and professional service firms to come together to address strategic business planning for 2025 and beyond. Highlights from this year's conference included a sing-along to John Denver's Country Roads with keynote speaker Morris Morrison, Professional Keynote Speaker and an inaugural pickleball tournament.

As the ICI Innovate conference comes to a close today, we want to thank our fellow industry leaders from iCapital, UMB Bank and Hamilton Lane who joined us for yesterday’s panel on the trends in retail alternative investing. The discussion provided a real, down to earth and practical review on state of the retail #alts world including the distribution, operations and technical considerations.  Envision is a proud sponsor of #ICIInnovate and it’s been a great opportunity to connect with fellow professionals to discuss the latest trends in fund operations.

As Tara Blackburn from Hamilton Lane shared, the other AI, alternative investments, are big, growing, and adding returns to our retirement accounts! Thanks to Tara, Michael Andersen, iCapital, Mike Huisman, UMB Bank, and moderator Tom Wiedecker, Envision, for a comprehensive review of retail alternative investments.

Next week, Envision is sponsoring Investment Company Institute’s Innovate conference where our CTO Prithvi Hariharan will be on a panel that provides an in-depth exploration of retail alternative investments ecosystem. He’ll be joined by fellow experts from UMB Bank, iCapital and Hamilton Lane in order to provide insights on the growing retail alts market from the perspective of issuers, distributors, technology providers, and transfer agent operations. Unable to attend the session next week, but interested in learning more about how your firm can handle these product structures? Our recent blog posts look into how to address the operational challenges of interval and tender-offer funds: The Broker-Dealer's Dilemma with Subaccounting for Interval and Tender-Offer Funds: https://bit.ly/40KUvLn You need to offer interval funds, but how do you support their unique attributes? https://bit.ly/4hlF55w Gearing up for interval fund operations: Questions to ask yourself: https://bit.ly/4hqokWK #ICIInnovate #AlternativeInvestments #IntervalFunds #TenderOfferFunds

As the popularity of retail alternative investments continues to grow, Envision and iCapital are co-sponsoring a session at the upcoming Investment Company Institute’s Innovate conference to do a deep dive into these emerging products. The conversation will cover a comprehensive view of retail Alternative Investments and the importance of an integrated ecosystem: Hamilton Lane’s Tara Blackburn will explain the driving forces behind the wave of interest in retail alternatives and what managers need to oversee these investments. UMB Bank’s Mike Huisman will speak to the operational concerns associated with managing retail alternative products. iCapital’s Michael Andersen will discuss considerations for distributors, broker-dealers and advisors when onboarding these investments. Envision’s Prithvi Hariharan will be sharing insights into the technology needed to support management of retail alternative investment funds. The session will take place on Tuesday, Feb. 4 from 3-3:40pm PT. We hope to see you there! https://bit.ly/40uMHMa #ICIInnovate #RetailAlts

Envision is a proud sponsor of #ICIInnovate, Investment Company Institute’s conference on emerging technologies and their impact on fund operations and implications for the broader industry. Our Chief Technology Officer Prithvi Hariharan will be on a panel with UMB Bank’s Mike Huisman, iCapital’s Michael Andersen, and Hamilton Lane’s Tara Blackburn. The panel will discuss the ongoing wave of interest in retail alternative investments, specifically focusing on operational challenges of managing and distributing these products and the technology needed to support them. There is still time to register for the conference. Join us on Tuesday, Feb. 4 at 3pm PT. https://bit.ly/3WteoEb #ICIInnovate #AlternativeInvestments

From everyone at Envision, we wish you a joyous holiday season and a happy new year.

Alternative investment products like interval funds are increasingly popular, but broker-dealers face operational challenges when it comes to the subaccounting processes for these products. We outline the four key issues BDs face and dive into how they can streamline operations in a recent blog post: https://bit.ly/4gu6txF