The Nottingham Company selects Envision Financial Systems Products to Support its Transfer Agency Services

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Envision’s PowerAgent and PAWeb shareholder accounting system allows Nottingham to focus on its core services business.

Envision Financial Systems, Inc., a leading provider of real-time technology solutions to the mutual fund and college savings plan industries, today announced Nottingham Company has selected Envision to be its technology partner. Nottingham will use the PowerAgent shareholder recordkeeping system and its integrated shareholder internet account inquiry and trading portal, PAWeb, to support its mutual fund transfer agency services business.

Previously, Nottingham used proprietary technology to support their client’s shareholder accounting needs. Due to the current regulatory landscape, Nottingham made the strategic decision to focus its resources on their core service competencies as opposed to maintaining and supporting its transfer agency technology. Once the decision was made to discontinue supporting its proprietary transfer agency system, Nottingham undertook an exhaustive review of the shareholder accounting technology market. Ultimately, Nottingham chose to do business with Envision because of its expertise, the comprehensive capabilities of Envision’s products and flexibility of the systems to support Nottingham’s diverse client needs.

“Envision’s PowerAgent recordkeeping and web systems are the ideal solutions for our business” says Kip Meadows, Chief Executive Officer of Nottingham Company. “With the recent regulation enacted and the potential legislation coming down the road, we were looking at making significant investments into our proprietary technology where those investments would be better placed to help Nottingham achieve our strategic plans. We are now able to fully devote our resources to serving our customers and growing our business.”

“We are very pleased that Nottingham transitioned to PowerAgent and PAWeb” says Brian Jones, Executive Vice President of Envision. “By leveraging the Envision product suite, Nottingham will be better able to support their current business needs and be better positioned to quickly adaptable to market changes and future business initiatives.”

The PowerAgent shareholder recordkeeping system supports all types of mutual funds and alternative investment products, has integrated cost basis capabilities, workflow and imaging; internet inquiry, trading and e-delivery. Envision also offers a trade monitoring application, for Rule 22c-2 requirements, 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 the 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.

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John Gray
Envision Financial Systems, Inc.
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