Name: Financial Intermediary Management Software | SS&C
Brand: SS&C Technologies

Account Management Simplified

Improve cost efficiencies, optimize post-sales servicing and increase your competitive advantage with DST Vision’s powerful, easy-to-use tools and access to real-time, critical information.

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One-Stop Access for Advisors

DST Vision enables financial intermediaries to view fund, account and book-of-business information and perform transaction processing and account maintenance.

Real-time access to account details and reports.

Transaction activity and alerts.

Systematic grouping by clients and household.

Book of business reports.

Comprehensive account details.

Transaction processing.

The Premier Financial Intermediary Single Sign-On Website

440+

product companies, including mutual fund, variable annuity, and alternative investment companies

levels of security access protection

96,000+

active monthly users

DST Vision^®

Manage your post-sales servicing costs more effectively.

Download Your Entire Book of Business or Filter to the Data You Want

DST Vision®

Manage your post-sales servicing costs more effectively.

Download Your Entire Book of Business or Filter to the Data You Want

DST Vision^®