Effective post-sales servicing of your distribution network is essential to strengthening the relationships you have with valued selling partners. DST Vision, the premier financial intermediary website, provides:
- Advisors’ one-stop access to their book of business.
- Name-based navigation across an advisor’s book-of-business
- Presentation of account information through systematic groupings of clients and households
Self-Servicing Tools for Financial Advisors
More than 96,000 active monthly users take advantage of Vision’s powerful, easy-to-use tools, and access to real-time, critical information for effectively managing their client relationships. Over 450 product companies, including mutual funds, variable annuities, and alternative investment companies participate.
Vision Home Office: Designed exclusively for the broker-dealer and trust company home office, Vision Home Office integrates critical real-time information with interactive self-servicing tools to help manage daily operations more efficiently.
Vision Professional: An advisor-branded turnkey aggregation and client-reporting tool integrated with deep analytics including advisor-branded customer reports, quarter-end and daily reporting and product analytics.
Account management simplified