SS&C’s DST Vision is a premier financial intermediary single sign-on website providing advisors one-stop access to their book of business across participating product companies. Over 450 product companies, including mutual funds, variable annuities, and alternative investment companies participate. 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.
Vision enables financial intermediaries to view fund, account, and book-of-business information. Additionally, intermediaries can perform transaction processing and account maintenance.
Vision Home Office: A website designed exclusively for the broker-dealer and trust company home office integrates critical real-time information with interactive self-servicing tools to help manage daily operations more efficiently.
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.