Comprehensive Service Offerings

With DST's flexible platform and robust technology, clients have the opportunity to choose the service model that best fits their business needs.

Full Service
Provides comprehensive transfer agency and shareholder services, including call center, mail receipt, transaction processing, corporate actions, and bank account reconciliation.

Shared Service
Client selects specific business functions to outsource, such as mail/cash processing or transaction processing, and manages other functions in-house.

Remote Service
Supports all of the data processing components including system maintenance and software development, while the client's staff manages transaction processing and customer service.

Consulting
DST is the largest single user of our solutions through full-service transfer agency operations at DST Systems and Boston Financial Data Services.

Based on this first-hand experience, DST can offer your business a wide range of consulting services. These services range from transfer agency functions to distribution service for:

• Implementing new technology
• Evaluating current workflow and processes
• Making recommendations to improve operations

For more on Mutual Fund Shareholder Recordkeeping, contact mjtobin@dstsystems.com.