EnVision Portal
Vision Financial Markets offers the EnVision portal to all of our futures customers. EnVision is a Web-based reporting tool that aggregates the information that a customer needs to know about their accounts into one easy to use interface.
Every customer with Vision automatically receives a customer login to EnVision. This is where the customer can log in and view information specific to their account, such as their open positions, daily trade confirmations, etc. Customers also have access to news coverage, research and general trading information.
Daily Information
EnVision provides a quick at-a-glance summary of customers’ accounts. On the landing page, customers can view a market overview with individual and householding account summaries, frequently used reports and more. Graphics display data in meaningful views such as asset allocation pie charts as well as providing enhanced charting capabilities.
Mark-to-Market Summary
One of the best features of EnVision is the mark-to-market summary which shows updated summaries of account balances throughout the trading day (balances are usually delayed by approximately 25 minutes).
Extensive Reporting
EnVision’s reports, including preliminary trading reports and open futures and options reports, all offer a variety of choices so that customers can view them in whatever manner is most convenient. Reports can be converted to a printable format or to spreadsheet for offline use and on the portal, customers can sort reports by a variety of variables simply by choosing options from the menu on the top of the screen. This allows customers to easily isolate performance numbers, and more quickly analyze their accounts.
Account Statements
Access monthly statements, daily trade confirmations and any applicable 1099s on EnVision. Customers can receive e-mail notifications of new monthly statements.
Education
Customers can stay up-to-date on the markets with news coverage and Vision’s featured research newsletters. A commodity calendar, exchange trading hours and frequently asked questions are also readily available.
