Manage your post-sales servicing costs more effectively.
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.
The Premier Financial Intermediary Single Sign-On Website
product companies, including mutual fund, variable annuity, and alternative investment companies
levels of security access protection
active monthly users