Liana Oneil @LaniENFS
VP, Business Development at Envision Financial Systems. enfs.com Joined June 2020-
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One common cause of burnout is repeating the same tedious tasks on a monotonous schedule. Every routine task can be automated. Envision’s all-in-one software can simplify this for you. bit.ly/3yCttb6
Recent research from @nreionline and @MMREIS shows that despite stock market investor sell-offs in April, which included #REITs, investor outlook for commercial real estate is at a 7-year high. Read the report at @wealth_mgmt. bit.ly/3wwAuaX
For almost three decades, Envision has helped our clients grow by providing flexible investor recordkeeping software and services that accommodate the industry’s constant change. Learn more about our capabilities. bit.ly/3KhSvi3
It makes more sense than ever to rely on technology solutions to encourage investor loyalty, mitigate costs and improve your team’s work environment. @LaniENFS explains why #alts sponsors should focus on tech in her latest for @TheDIWire. bit.ly/3kg8YZz
“Although recent asset growth has been exceptional, we do not know what the future holds.” @LaniENFS explains why #alts sponsors should be strategic about their operational infrastructure during periods of growth. bit.ly/36H0qba
#alts sponsors, who have seen record-breaking growth stats in recent years, would be wise to focus on strong client services to match their asset-gathering efforts says @LaniENFS. Here’s why turning to tech is the right move via @TheDIWire: bit.ly/3NTV8ts
There are 3 primary drivers of last year’s #alts industry growth: 📊 Returns 💸 Income 👩💼 Diversification @LaniENFS evaluates each & explains why firms should focus on operational tech now more than ever. bit.ly/37aNWbD
With a record-breaking $86.1 billion in inflows last year, #alts sponsors have been heavily committed to fundraising as of late. @LaniENFS evaluates the three main drivers behind this recent growth in her latest blog. bit.ly/3wTHYXd
Envision’s specialized recordkeeping services for educational funds help manage the relationship, compliance and recordkeeping needs of 529 and #ABLEAct plans: bit.ly/3k319po #HowDoYou529
When it comes to 529 plans, the possibilities are endless... just like your future! Tell us how you’re using a 529 plan to achieve your educational goals using #HowDoYou529
Family offices are increasingly interested in investing in startups. @dteten outlines 7 best practices they should keep in mind as they do so in @wealth_mgmt: bit.ly/3KGUfC2 #alts #AlternativeInvestments
In response to the stock market plummeting in January, investors turned to #alts and led to record breaking sales for #BrokerDealers. @BDNEWSGUY explores what that means for the rest of the year in @investmentnews: bit.ly/3w4kOgy #REIT
Thinking about automating your operations? Start by asking your team: 📲 Can investors, advisors and your service team access account information online from any device? ✍️Does your recordkeeping system maintain Advisor, B/D and Custodian information?
Envision CEO Satnam Gambhir shared his expert opinion about the increasing decentralization of finance & how firms should adapt to continue growing their wallet share. Read his piece in the @wealth_mgmt 2022 Market Outlook: bit.ly/3tmwjib
Who says it’s lonely at the top? With its ability to increase efficiency, reduce risk, and more, it’s no wonder our Investor Management Suite was ranked the #1 #MutualFund shareholder accounting software by the Mutual Fund Service Guide: bit.ly/3HEEji4
“It's not only music lovers who venture beyond the mainstream to tune in to alternative offerings.” This @Kiplinger piece argues Main Street investors looking to diversify their portfolios should consider #alts: bit.ly/3JRc0Pt
“Investment opportunities will continue to become more and more decentralized. But that doesn’t mean the end of financial advice.” Envision CEO Satnam Gambhir shares why advisors should adapt a wide range of tools in the @wealth_mgmt 2022 Market Outlook: bit.ly/3G247o2
From risk mitigation to cost savings, @LaniENFS shares how Envision’s services can offer #AlternativeInvestment sponsors the back-office help they need: bit.ly/3s6MpLR
Alternative investment sponsors deserve a recordkeeping system that can keep up with their business. @LaniENFS explains how Envision’s #alts services can help prevent back offices from falling behind: bit.ly/3s2w8aY
Global firms have ignored independent advisor firms for years- until now. This piece from @investmentnews breaks down the recent Wall Street interest in the independent advisor marketplace and how they’re using #alts to hook them: bit.ly/3dT6EV2
Envision’s Investor Management Suite has vast capabilities that can support a wide range of funds including: #MutualFunds, #alts investments, college savings plans, and more: bit.ly/3EXTyBQ
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