Relying on DST’s Universal Dealer Database, SalesConnect combines sales reporting and client relationship management software with a trade resolution and data management service to ensure that accurate and timely data is available to participating fund families. DST’s single portal is an efficient and effective way to update multiple product companies in a simple transaction." We’re confident Vision HomeOffice’s new features will dramatically improve the integrity of advisor data across the industry."Īlready the most widely used web-based account aggregation source for financial intermediaries, DST has enhanced the Vision HomeOffice solution to deliver even further improved operational efficiencies for dealer, branch, and representative management.Ĭourtney Waller, senior manager of Mutual Funds Operations at Raymond James, said: "These enhancements represent a perfectly logical solution to one of the industry’s long-standing problems. It’s an error-prone process that often results in inaccurate data. Hennier said: "The industry has spent an inordinate amount of time manually attempting to synchronize broker-dealer, branch, and advisor movements for years. SS&C’s DST 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. DST may actually be linked to higher numbers of traffic accidents and heart attacks. Almost everyone calls it 'daylight savings time,' because its real name sounds wrong. ![]() Falling back and springing forward is annoying. According to Kelle Hennier, director of Home Office relations for DST Systems, the new functionality will allow product companies to better allocate their resources and utilize sales and marketing dollars more effectively. Daylight saving time might actually be bad for our health and cost us money heres why we should end it.
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