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Vision

Vision® is one of the premier financial advisor portals, providing advisors and broker/dealer backoffices with access to the information and tools they need to sell financial products and deliver optimal customer support.

With a single ID and password, registered users can view mutual fund, variable annuity, shareholder, and dealer information online in a real-time environment. Additional features of Vision include:

• Viewing aggregate account information across management companies
• Establishing advisor-defined portfolios across management companies
• Analyzing the percentage of stocks duplicated between mutual funds through Overlap®
• Accessing electronic statements and ordering fund literature online
• Executing transactions with appropriate fund authorization

Vision was designed and developed specifically to equip financial intermediaries with the tools they need to obtain and retain assets. By providing access to advanced capabilities and automated functions, Vision permits independent firms to better compete with wirehouses and helps representatives operate more efficiently.

Vision is not dependent on a specific transfer agent and is capable of providing access to comprehensive customer account information across fund families.

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