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Advisors

Be Ready. Save Time. Stay Informed.

Whether responding to clients’ inquiries, preparing for their portfolio reviews, or monitoring activity across your book of business, DST Vision® delivers.  Answer client questions without having to put them on hold. Print reports of client or household holdings in seconds. View aggregated book-of-business statistics on a single page.


DST Vision® is the preferred financial intermediary site providing no-cost access to client account information from more than 370 mutual fund, variable annuity and real estate investment trust (REIT) companies

Account Management

Whether responding to client inquiries, preparing for portfolio reviews, or monitoring activity across your book of business, Vision delivers comprehensive account management tools.  Easy name-based navigation means being able to answer client questions without having to put them on hold.  Printing a report of household or client holdings in a matter of seconds makes preparing for portfolio review sessions efficient.  And staying on top of your clients’ transaction activity enables you to stay informed effortlessly. You can even extend Vision’s aggregation and reporting features directly to your clients with VisionInvestor. Spend less time managing information, more time managing your clients’ investing needs.

Aggregated Book Of Business

A single Vision ID enables you to access client account information aggregated across all participating product companies in one location, with summary views of total assets, number of accounts and assets by product company.

Aggregated Daily Activity

Vision’s recent transactions feature enables you to easily monitor recent purchase, redemption and exchange activity across all participating product companies and includes an option to receive email alerts.

Dashboard

Vision’s home page gives you a book of business overview that helps you stay informed of key aggregated client, asset, and transaction activity metrics, while still being able to quickly drill down to the details you need.  Its Assets & Prices page is one of the easiest ways to check prices across all participating product companies, including changes from the previous day’s market close.

Systematic Householding

Accounts within your book of business are aggregated and grouped by client and household, eliminating the time associated with manually grouping accounts into portfolios.

Name-Based Search

This powerful search capability allows you to quickly navigate across your book of business to a specific client account without knowing the account number.

Comprehensive Account-Level Details

Access to account details means you don’t have to call the product companies when answering clients’ inquiries about account registration, balances, transaction history, cost basis, tax summary information and more.

Electronic Statements

Electronic statements mean you can easily view, print and store client statements. Options include ongoing subscription, on-demand requests or single statement.

Online Transactions

With product company authorization, you can establish new accounts online and execute transactions, including redemptions, exchanges and purchases.

Reports And Mailing Labels

You can easily print mailing labels and take advantage of printer-friendly reports ranging from summary lists to detailed reports of holdings within a single client or household.

Export Data

You can export book-of-business data in a CSV-formatted file for further analysis in other business software.

A Trusted Source

For more than 12 years, DST Vision® has been advisors’ preferred source for account information.  More than 130,000 advisors depend on it to help maximize efficiencies across their practices.



View, Print and Store Electronic Statements. Viewing, printing, storage and retention of electronic customer statements is fast, convenient and simple. Whether subscribing to quarterly statement for all clients, requesting statements from a prior quarter or needing to view a single account’s document, electronic statements are easily managed from Vision’s Statements page.

Subscription
Save time by retrieving statements in a batched format versus having to retrieve statements one at a time. When you subscribe, quarter-end statements are automatically available to be downloaded after each quarter.

On-Demand Request
Current and historical statements, tax forms and other document types are made available for access within 24 hours of submitting your On-Demand request.

View One Statement
You have immediate access to a single statement with an account search. Single statement access also is available from the account overview page.


Vision Professional is a premium reporting solution that seamlessly integrates brokerage accounts with your existing Vision information, provides a suite of reports and includes access to Advisor WatchGuard™ product analytics. A subscription to Vision Professional also includes access to its dedicated support team, delivering a high-value and powerful tool for your business. Available real-time and as of quarter end, the report suite incorporates an advisor-branded cover page and includes the following reports:

  • Positions
  • Product performance
  • Asset allocation
  • Holdings analysis
  • Equity overlap®

Reporting/Analytics

Premium reporting and more:

  • Advisor branded customer reports
  • Quarter-end and daily reports
  • Product analytics including access to Advisor WatchGuard
  • Expanded aggregation with Brokerage

Advisor WatchGuard Analysis

Your Vision Professional subscription includes analytic reporting through the Advisor WatchGuard™ site - a $400 value - at no additional cost.

VisionInvestor

Vision enables you to extend its aggregation and reporting features directly to your clients through VisionInvestor. With VisionInvestor, you are positioned to support client preferences with both online and mobile access to their consolidated account information. Mobile access to VisionInvestor makes it easy for your clients to stay connected, displaying your contact information along with the same account details they see online.

Mobile

DST Vision makes it easy to harvest its powerful aggregating and reporting features while you are on the go, delivering mobile access to real-time account information and making it easy to stay connected with your clients. Key features of DST Vision optimized specifically for the mobile experience include:

  • Brokerage access with subscription to Vision Professional
  • Client and household listings
  • Account details
  • Account values
  • Transaction history
  • NAV & NAV change
  • Total shares as of previous day

Dealer/Clearing Firms

If your broker/dealer is not listed, click here to make an inquiry.

Clearing Firms/Data Sources

Apex
DAZL
Fidelity
First Clearing
First Southwest
Mesirow
National Financial Services
Pershing
RBC Dain
Schwab
Southwest Securities
Sterne Agee
TD Ameritrade
Trust Company of America

Participating Dealers

Allied Beacon Partners Inc
Allstate Financial Advisors
Arlington Securities Inc
Ausdal Financial Partners
BB Graham & Co Inc
BCG Securities
Berthel Fischer & CO
Broker Dealer Financial Srv
Brooklight Place Securities
Calton
Capital Finacial Services
Capital Investment Group
CCF Investments
Centaurus Financial Inc
CFD Investments
Cleint One Securities
Coordinated Capital Securities
Dalton Strategic Invest Srv Inc
DaVinci Capital Management
Family Investors Company
Farmers Financial Solutions
Financial Planning Consultants
Fintegra LLC
First Financial Equity Corp
First Independent Finanical
Foothill Securities Inc
Fortune Finanical Advisors
Genos Wealth Management
Gradient Securities
Harbour Investment Inc
Harvest Capital
Infinity Finanical Services
Investments for You
Investors Capital Corp.
James T Borello
JW Cole
KMS Financial
LaSalle Street Securities LLC
Lesko Securities Inc
Liberty Partners Fin Svcs
LM Kohn & Company
Mutual Securities
Nations Financial Group
New Horizons Asset Mgmt
Ohio National Equity Sales Co
OneAmerica Securities
Packerland Brokerage Services
Parsonex
Princor Finanical Services
Prospera Finanical Services
Resource Horizons Group
SCF Securities
Securities Mgmt & Research
Silver Oak Securities
Sunset Finanical Services
Teckmeyer Financial Svc
Thurston Springer Miller
Tri Corr
United Planners
Valic Finanical Advisors
Vanderbilit Securities
VeriTrust
VSR Financial
Wilbanks Securities
WWK Investments



myPLANnetwork®  is a comprehensive self-servicing tool for managing retirement plans and participants. Some of its key features include:

  • Summary and detail information specific to the plan
  • Plan level assets, by vehicle or money type
  • Price and yield information for the investments offered in the plan
  • Summary of all participants in the plan
  • Asset information for each participant, by vehicle or money type
  • Loan and withdrawal information for each participant
  • Access standard, printable participant statements online

Aggregated Daily Activity

Aggregated Daily Activity
Recent Transactions makes it easy to monitor or research purchase, redemption and exchange activity across product companies. E-mail alerts make it easy to stay informed.

Book of Business Dashboard

Book of Business Dashboard
Book of business overview summarizes key aggregated client, asset, and transaction activity metrics, with easy drill-down capability to the details.

Comprehensive Account Management

Comprehensive Account Management

  • Client and household account lists
  • Flexible sorting, viewing, and account-type grouping
  • Name-based search
  • Easy drill-down to full account details
  • Recent transactions and corresponding e-mail alerts
  • Mailing labels
  • Robust reporting and data export features

 Statements

Statements
Downloading, viewing, printing, storage and retention of electronic customer statements is fast, convenient and simple.

Retirement Plans

Retirement Plans
myPLANnetwork®, a comprehensive self-servicing tool for managing retirement plans and participants.
• Book of business summary of plans, participants and assets
• Comprehensive plan-by-plan details
• Robust search and drill-down capability to easily find plans, providers or participants
• Built-in reporting capabilities

VisionProfessional

VisionProfessional
VisionProfessional is a premium reporting solution that seamlessly integrates brokerage accounts with existing Vision information, provides a suite of reports, and includes access to Advisor WatchGuard™ product analytics




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