SS&C’s Financial Advisor Network Mail (FAN Mail) service enables advisors and broker-dealer back offices to leverage portfolio-management software investments and eliminate manual data entry of customer account activity.
Eliminating hours of time-consuming data entry, FAN Mail is the largest single source of customer account information used to automate downloads of mutual fund, variable annuity, variable universal life, and alternative investment customer account information. Asset management companies participate in FAN Mail to help close back-office automation gaps. The FAN Mail service also can be easily integrated into the existing recordkeeping systems used in the broker/dealer back-office environment. SS&C product consultants are available to lead reviews of the FAN Mail formats and assist in developing an automated file retrieval process.