Intermediary Solutions

DST Vision® (Vision®)
Vision is the pioneer in integrating real-time information and simple, Web-based tools to help financial intermediaries manage accounts more efficiently. Leading the market by consistently delivering vital functionality and advanced technology, Vision is a one-stop source for customer account information from more than 260 mutual fund and variable annuity companies. Other benefits include:

• Consolidated customer portfolios
• Access to 529 plan accounts
• Access to retirement participant plans
• Electronic statements

Financial Advisor Network™ Mail (FAN Mail®)

The FAN Mail service enables intermediaries to leverage their portfolio-management software’s full capabilities while eliminating manual data entry of customers’ account activity. With more than 180 participating management companies, FAN Mail is the link to the largest single source of customer account information. Automated downloads of mutual fund, variable annuity, variable universal life, and real estate investment trust (REIT) customer account information eliminate hours of time-consuming data entry.

For more on intermediary solutions for the insurance industry, contact pkcansler@dstsystems.com.