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Financial Advisor Network Mail (FAN Mail®)

Financial advisors are often looking to close the back-office automation gap and eliminate unproductive data entry. Mutual fund and variable annuity companies are often looking for a cost-effective way to consolidate, archive, address, and deliver customer account information over the Internet. As a result, DST developed FAN Mail.

FAN Mail is an automated source for complete customer account information across mutual fund, variable annuities, variable universal life, and real estate investment trusts (REIT's) including confirmation of purchases, redemptions, exchanges, and distributions; and access to information on positions and daily prices. Through FAN Mail, daily transactions can be transferred directly from the fund company to the financial intermediary's portfolio management or asset tracking software. FAN Mail uses a DST-supported Internet file transfer protocol (FTP) site to deliver the information.

FAN Mail streamlines daily back-office administration tasks and allows advisors to automate the manual data entry of their customers' transactions. Having become an essential component in the back office of thousands of financial advisors and broker/dealers, FAN Mail is a vital link to the largest single source of load, no-load, and variable annuity customer account information available.

Financial advisors can enroll at www.dstfanmail.com or call (800) 435-4112 for more information.