DST Vision® to Provide Single Sign-on Access to Search401k®
Advisors will have convenient access to the leading sales tools for 401(k) plans
May 21, 2002
KANSAS CITY, MO. (May 21, 2002) - Vision®, the premier financial advisor Web portal offering access to in-depth customer account information from such fund and annuity giants as Alliance Capital, American Funds, AIM, MFS Investment Management, OppenheimerFunds, Inc., and Lincoln Financial Group, will soon be offering integrated access to Search401k, the leading provider of comparative 401(k) information.
Advisors who sell 401(k) plans are often challenged by the time it takes to keep abreast of 401(k) providers, their products, and regulatory issues. By conveniently offering access to Search401k through a single sign-on to Vision, advisors have the ability to view comparative information from more than 90 401(k) products. In addition, Search401k enables advisors to get customized expense and performance information, utilize industry background and training information in the Search401k Resource section, and use prospecting tools such as Search401k Due Diligence Report and Client Profile Worksheet. This integrated web platform will be available summer 2002.
"Whether servicing individual investors or plan sponsor clients, advisors will find this streamlined approach ideal," said Tom Plumb, president and CEO of Search401k. "We are thrilled to be working with a company that has been so committed to serving the needs of both the individual advisor and the investment management community."
Ken Keiser, DST manager responsible for Vision alliances said, "There has never been a more appropriate time to assist advisors with 401(k) plan selection, due diligence, and education. Vision's integration with Search401k furthers our strategy of incorporating tools and content that will help an advisor to increase sales and grow their practice."
Introduced in 1998, Vision (www.dstvision.com) continues its strong reputation for responding to the dynamic needs of the financial planning community. Vision is the only portal providing access to variable annuities and access to more than 260 mutual fund companies representing nearly 70% of dealer-distributed funds.
DST Systems, Inc. provides sophisticated information processing and computer software services and products that help clients improve productivity, increase efficiencies, and provide higher levels of customer service. DST is organized domestically and internationally into three operating segments: Financial Services, Customer Management, and Output Solutions. DST operates one of the most advanced data centers in the world, which provides information-processing services to support the products within each operating segment. These products are further enhanced through the integration of DST's advanced technology and e-commerce solutions.
Search401k is the premier source for 401(k) business intelligence, product marketing and advanced distribution. The Search401k proprietary platform facilitates a unique and improved partnership between financial advisers and 401(k) providers, bringing together the arms of a $3 trillion market. The service offers provider ratings and compares administrative and investment expenses and fund returns.
The Search401k platform currently has 58 providers representing more than 90 401(k) products. Thirty-five financial adviser groups, representing more than 90,000 advisers, have formed relationships with Search 401k. Find out more at www.search401k.com.
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