Vision is a great complement to FAN Mail as you can double-checkĪny totals you have in FAN Mail reports. Vision provides the financial professional with a truly userįriendly product where information can be accessed through a point-and-clickĮnvironment.
Dst vision software#
To learn more about FAN Mail, call (800) 435-4112 or visit their Web site at Vision is an interactive Web site there are no software distribution or installation This allows the financial intermediary to establish and maintain a consolidated database for their clients. FAN Mail is designed to work in conjunction with the most popular portfolio management software available. What is the difference between Vision and FANMail?įAN Mail provides automated downloads of mutual funds and variable annuity customer account information from an internet FTP (File Transfer Protocol) site. Processing and new account establishment. Vision Web site also offers on-line statement viewing and printing, transaction Transaction histories, fund pricing and yields, and hypothetical CDSC redemptionĬharge calculations are some of the features available through Vision. Information such as shareowner positions, account options, Such as broker/dealers and financial advisors to view fund, shareowner account,Īnd dealer information. How do I sign up for access to defined contribution plans?ĭST's Vision product is an interactive Web site that allows financial intermediaries If I change my broker/dealer, will I still have access? How do I add electronic trading to my ID? How long does it take to get my Vision ID? How do I know which companies participate in Vision?ĭo I need to provide all of my clients' account numbers when completing a New User Profile? What is the difference between Vision and FANMail?
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