DST Vision Offers Online and Mobile Access to Shareholders Advisors can now extend a branded experience to their clients.
KANSAS CITY, Mo., Feb. 9, 2012 /PRNewswire/ -- DST Vision®, the leading Web-based account management tool for financial intermediaries, now enables advisors to extend its powerful aggregation and reporting features directly to their clients through VisionInvestor™, its latest enhancement.
With VisionInvestor, advisors can provide clients online as well as mobile access to their consolidated account information at a single destination. Advisors enroll clients they specifically target for the feature, and manage their access. Clients enrolled in VisionInvestor can view their individual account details, group their family's accounts into a household view, and link directly to product company sites.
Advisors participating in Vision's premium offering, VisionProfessional, will be extending a fully branded experience to the clients they enroll, along with expanded aggregation, which includes brokerage accounts and reports. The branded experience incorporates the advisor's photo and complete contact information, and brokerage accounts are integrated for a seamless experience, with accompanying reports reflecting real-time positions, quarter-to-date changes in account values, and the previous quarter's report.
"In the independent world, providing a portal for clients to access both brokerage and direct business sometimes feels like an impossible feat," said Jennifer Teager, products & services manager at Prospera Financial Services. "I am certain the DST VisionInvestor will be a great asset to our advisors and their clients in accomplishing just that."
"This is an industry first," according to Kyle Mallot, vice president of distribution support solutions for DST Systems. "Our mission is to provide independent advisors options that support how they do business, whether direct-to-manufacturer or via a brokerage relationship. VisionInvestor, the only product that provides reconciliation-free shareholder reporting, positions advisors to support client preferences for account access whether in person, online, or mobile; it helps them stay in front of their clients, and saves them time by offering their clients self-servicing capabilities."
DST Systems, Inc. provides sophisticated information processing solutions and services to support the global asset management, insurance, retirement, brokerage, and healthcare industries. In addition to technology products and services, DST also provides integrated print and electronic statement and billing solutions through DST Output. DST's world-class data centers provide technology infrastructure support for financial services and healthcare companies around the globe. Headquartered in Kansas City, MO., DST is a publicly traded company on the New York Stock Exchange.
The information and comments in this press release may include forward-looking statements respecting DST and its businesses. Such information and comments are based on DST's views as of today, and actual actions or results could differ. There could be a number of factors, risks, uncertainties or contingencies that could affect future actions or results, including but not limited to those set forth in DST's periodic reports (Forms 10-K or 10-Q) filed from time to time with the Securities and Exchange Commission. All such factors should be considered in evaluating any forward-looking statements. The Company undertakes no obligation to update any forward-looking statements in this press release to reflect future events. Brand, service or product names or marks in this press release are trademarks or service marks, registered or otherwise, of DST Systems, Inc., DST subsidiaries or affiliates, or third parties.
SOURCE DST Systems, Inc.