 Thriving in today’s marketplace is more challenging than ever. Winning new accounts, operating efficiently, managing risk, meeting customer demands, managing costs… all require time and resources. In addition, disparate platforms, poorly integrated data feeds and sources, lack of a single source of data, multiple
sign-on requirements, and incompatible software complicate your
ability to get accurate and timely information.
A better way
We believe there is a better way for conducting your business. An operating environment that streamlines processing and drives cost efficiencies can significantly contribute to your success. Through our knowledge, expertise, and operating platform we are committed to delivering solutions to help transform the way you do business.
Simple solutions
Our solutions are tailor-made to deliver efficient connectivity between all parties throughout the lifecycle of a financial product. Functioning as a neutral provider, our Software-as-a-Service (SaaS) platform can aggregate data from any source eliminating the risk of system integration and incompatibility. Our suite of solutions include:
Portfolio Aggregation, Management and Reporting for Advisors
Vision Professional®, a portfolio aggregation and reporting platform, consolidates data from major clearing firms as well as mutual fund and variable annuity companies, allowing broker-dealers and advisors to more effectively perform a range of transactions.
To learn more, please visit the Vision section of our website
Social Media Access
The Converge platform is the best way to build a social enabled web presence to help you connect, communicate and collaborate. Converge will support all of your enterprise social media strategies to help you connect to people, share information, stay informed, drive decisions, organize information, gather feedback, and simplify connectivity.
To learn more, please visit www.whyconverge.com
Automated Compliance
Subserveo provides automated compliance and surveillance solutions to Retail and Institutional broker-dealers, as well as Wealth Management and RIA firms. Supported by an extensive library of FINRA, SEC, IIROC and UMIR-based tests, Subserveo delivers daily analysis of all transactions, orders and account holdings
To learn more, please visit www.subserveo.com
Business Process Management
Our BPM solution seamlessly supplies integrated, end-to-end processing for the origination of client account transactions and a wide range of maintenance and transaction-based records. With intuitive approval routing functionality, your entire document management process can be streamlined and automated.
To learn more, please visit www.awdbpm.com
Mutual Fund Sub-Accounting
Our mutual fund sub-accounting team has a complete understanding of both broker-dealer and mutual fund operations processes. We have in-depth experience with reconciliation and control of shares and dollars, as well as a broad experience of system interfaces and critical processes. Our services include Full Service, Remote, and Super Omnibus models.
Management and IT Consulting:
Our complete, end-to-end consulting approach incorporates both advisory and implementation services. Through a customized combination of high-level business direction, actionable strategic plans, and proven operational and technical project management, we help generate efficiencies in process and cost.
To learn more, please visit www.finixbs.com
Customer Communications and Output
Our fulfillment and direct mail solutions and technologies are renowned for increasing productivity and satisfaction. Strike the right balance between postal and electronic. Uncover the hidden costs, create across-the-board savings, and create new marketing opportunities.
To learn more, please visit www.dstoutput.com
Robust results
With DST Brokerage Solutions, you can leverage opportunities associated with:
- A data repository that functions as a common source of information
- Single sign-on to automated tools and applications
- Solutions that promote long-term customer value
- Technology that supports reduced operational risks and eliminates the need to manage software release cycles
- Secure data security, backup and recovery
- Mitigation of trading and regulatory risks through our automated compliance testing and reporting capabilities
For more information about our subaccounting solutions, please contact David Burke at 860.290.7025 or at DMBurke@dstsystems.com.
|
