Financial Intermediary Access

DST offers aggregated retirement access through integration with the premier financial intermediary Web site, DST Vision.

Vision offers advisors and broker/dealer offices real-time access to information they need to service their retirement customers, including account details on mutual funds and variable annuities – across providers.

With a single sign-on, Vision integrates with TRAC, providing the ability to:

• Establish advisor-defined portfolios across management companies.
• View day-to-day contributions, as well as the value of these plans.
• View the total number of employees in a plan and the total plan assets, including a detailed breakdown by investment vehicle.
• View outstanding loan amounts.
• Complete transactions (with appropriate fund authorization).
• Access third-party sales tools and product research.
• Retrieve electronic statements and order fund or plan literature online.

To learn more about DST’s retirement solutions, contact TRAC@dstsystems.com.