Solutions

Envision provides a full suite of products and services to College Savings Plan Administrators investment companies that help them manage their business.  These are:

PowerAgent529 is a real-time full featured 529 participant accounting system used by College Savings Plan Administrators to service states, participants and advisors.

PAFlow is a highly integrated imaging and workflow system that automates all facets of the back-office operations.

PAWeb is a full featured turn-key web interface configurable to the unique needs of each state plan sponsor. You decide the features and functions to extend on a state by state basis, without the need for additional programming expense. You can provide participants and financial intermediaries access to account and beneficiary information and trading capabilities.

PATools is an application programming interface that assists you with the real-time integration of PowerAgent with other surround systems.

PACash provides projected real-time cash flows including actual and pending trade activity to alert Portfolio Managers of a funds cash position throughout the day.

Cash Reconciliation automates the management of the money movement calculations and the reconciliation process to minimize the time and cost spent on reconciling daily cash.

Statements and Confirms are customized, variable data driven participant statements, confirms and correspondence for on-line presentation or mailing.  This product is offered in partnership with Financial Statement Services, Inc.

Sales and Performance Reporting aggregates trading and asset data from a myriad of sources such as transfer agents and wire houses to help firms better understand their customers and manage their sales and marketing activities. This product is offered in partnership with Celera Systems LLC.