Northeast Investors Trust Selects Envision Financial Systems Product Suite for its Transfer Agency Services Business

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Envision’s PowerAgent transfer agency system and PAWeb internet portal provides operating efficiency and enhanced customer service

Envision Financial Systems, Inc., a leading provider of real-time technology solutions to the mutual fund industry, today announced Northeast Investors Trust as a new mutual fund client licensing the PowerAgent shareholder recordkeeping system and its integrated shareholder internet inquiry portal, PAWeb. The move to the new system will help Northeast Investors Trust automate system controls to improve efficiency and provide its shareholders greater access to real-time account information.

Envision was selected after a comprehensive review of technologies and services available in the market. Northeast Investors Trust was looking for a product that would support both their existing business and future growth plans.

“When we decided to review the available shareholder accounting and servicing technology, Envision rose to the top. The full-featured, real-time and integrated nature of their systems allows us to streamline certain back-office processes and enhance data integrity as well as our shareholder’s access to information” says David Randall, Vice President, Northeast Investors Trust.

“Northeast Investors Trust has a rich history of providing its shareholders exemplary service” says John Gray, Vice President of Envision. “Their transition to Envision’s product suite provides them access to an intuitive system that automates processes and allows shareholders improvements in online account access. We are pleased to be a valued partner of Northeast Investors Trust 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 and e-delivery. Envision also offers a trade monitoring application, for Rule 22c-2 requirements, that works 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 Northeast Investors Trust
Headquartered in Boston, Massachusetts, Northeast Investors Trust was established in 1950 and is a no-load, high yield bond mutual fund whose primary goal is the production of income. For more information, visit


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