Lori Vanderplow

Director of Relationship Management at Envision Financial Systems - Costa Mesa, CA, US

Lori Vanderplow's Colleagues at Envision Financial Systems
Jason Shumway

Client Manager

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Paul Tribles

Relationship Manager

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Aishwariya Vijayabhaskar

Client Support Analyst

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Heather Marek

Production Support Analyst

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Jeniffer Diaz

Subaccounting Project Manager

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Ashish Jalan

Director, Head of Global Operations and Training

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Haneesha Sahukari

Executive - HR

Contact Haneesha Sahukari

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Lori Vanderplow's Contact Details
Email (Verified)
***@enfs.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
714-247-0030
Location
Bennet, Nebraska, United States
Company
Envision Financial Systems
Lori Vanderplow's Company Details
Envision Financial Systems logo, Envision Financial Systems contact details

Envision Financial Systems

Costa Mesa, CA, US • 100 - 249 Employees
Software

Envision is the leading provider of real-time shareholder recordkeeping and servicing solutions. Our product suite includes a shareholder recordkeeping and subaccounting solutions with integrated workflow and imaging; internet inquiry, trading and e-delivery solutions. Envision also offers a trade monitoring application that works with any recordkeeping platform and a portfolio management and accounting solution that unifies all the important technology needed to operate a Registered Investment Advisory firm. Using real-time open industry standard technology, configurable business rules and a customer-centric interface, our clients have significantly increased efficiency and service quality. Envision's products enable Investment Companies, Service Providers, Brokerage Firms and Registered Investment Advisors to optimize productivity and increase customer satisfaction by allowing them to control and customize their business processes. Envision provides reliability for today's challenges and flexibility for tomorrow's opportunities.

Mutual Fund Shareholder Accounting System Fund Accounting Speciality products for MF Industry Mutual Fund Trade Analysis and Compliance Mutual Fund Subaccounting Technology and Solutions Portfolio Management and Accounting Technology and Solutions B2B Software Prepackaged Software Computer Software Computer Hardware Software Information Technology
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Frequently Asked Questions about Lori Vanderplow
Lori Vanderplow currently works for Envision Financial Systems.
Lori Vanderplow's role at Envision Financial Systems is Director of Relationship Management.
Lori Vanderplow's email address is ***@enfs.com. To view Lori Vanderplow's full email address, please signup to ConnectPlex.
Lori Vanderplow works in the Software industry.
Lori Vanderplow's colleagues at Envision Financial Systems are Jason Shumway, Paul Tribles, Aishwariya Vijayabhaskar, Heather Marek, Jeniffer Diaz, Ashish Jalan, Haneesha Sahukari and others.
Lori Vanderplow's phone number is 714-247-0030
See more information about Lori Vanderplow