Matrix Fund Services Selects Envision Financial Systems to Provide Shareholder Accounting Technology for its Transfer Agency Services Business

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Envision’s PowerAgent transfer agency system helps provide greater flexibility, functionality, and value.

Envision Financial Systems, Inc., a leading provider of real-time technology solutions to the mutual fund industry, today announced Matrix Fund Services as a new service provider licensing the PowerAgent shareholder recordkeeping system. The move to the new system will help Matrix provide its clients greater flexibility and functionality in servicing mutual funds.

Envision was selected after a comprehensive review of shareholder accounting technologies and services available in the market. Matrix was looking for a product that would support their strategic growth plans and bolster their technology capability through a hosted solution allowing them to focus on their core business.

“Envision’s PowerAgent solution is perfectly suited to allow Matrix Fund Services to increase the capabilities of our current product offering as well as expand efficiently and effectively into new markets” says Chris Anci, President, Matrix Fund Services.

“Matrix has a laser focus on accomplishing its strategic objectives and we appreciate how PowerAgent will play a key role in achieving them” say Tom Wiedecker, Executive Vice President and Chief Client Officer of Envision. “Whether its delivering information to the distribution agents of Matrix clients or providing them robust self service cost basis tools, we are pleased to be a valued partner of Matrix and look forward to helping them achieve their goals both now and into the future.”

The PowerAgent shareholder recordkeeping system has integrated cost basis, workflow and imaging; internet inquiry, trading and e-delivery. Envision also offers a trade monitoring application, for Rule 22c-2 requirments, that work with any recordkeeping platform. Using real-time open industry standard technology, configurable business rules and a customer-centric interface, PowerAgent users have significantly increased efficency and service quality.

About Envision Financial Systems
Founded in 1994, Envision Financial Systems, Inc. is a leading provider of real-time shareholder accounting software solutions to the mutual fund and financial services industry. Using in-depth knowledge of the industry and listening to its customers, Envision provides its clients with real-time access to data that optimizes productivity, increases customer satisfaction and enables emerging business needs. Envision’s headquarters are in Irvine, California, with offices in Owings Mills, Maryland and Bangalore, India. For more information, visit our website.

About Matrix Fund Services
Matrix Fund Services is a leading provider of superior back office services to the financial services industry. Matrix provides mutual and hedge fund administration, marketing, distribution, accounting, compliance and transfer agent services. Matrix Fund Services is part of Matrix Capital Group with offices in Willow Grove, Pennsylvania. For more information, visit the Matrix Fund Services website.


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John Gray
Envision Financial Systems, Inc.
(949) 579-9193
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