DST Vision® Adds Advisor Sales Tool from Forefield
Relationship enables independent advisors to research financial planning topics
and generate customized sales presentations
September 26, 2002
KANSAS CITY, MO. and MARLBORO, MA. (September 26, 2002) - Vision®, the leading Web portal for financial advisors, has enriched its value to advisors by providing integrated access to FMA Advisor™. Through Vision, authorized financial advisors are able to access detailed customer account information from such fund and annuity giants as Alliance Capital, American Funds, American Skandia, AIM, MFS Investment Management, Nationwide, Oppenheimer Funds, Inc., and Pacific Life.
FMA Advisor is provided by Forefield, the foremost provider of real-time sales, education, and presentation solutions for financial institutions. Combining a powerful client presentation tool and a current, concise, and compliant knowledge bank into one product, FMA Advisor provides information and dynamic decision tools for all core financial planning topics. By simplifying advisors' research efforts and enhancing the sales process, FMA Advisor empowers financial advisors to deliver the highest-quality advice and maintain the competitive advantages that deepen relationships, increase sales, and improve customer loyalty.
"At Forefield, we consistently strive to provide advisors with comprehensive sales and educational solutions that fit into their workflow," said Brent Delehey, President and CEO of Forefield. "Through this integration, we can capitalize on Vision's portal to reach a wider audience. More importantly, we are providing that audience with the tools to meet their own individual client needs."
Ken Keiser, DST Manager of Vision alliances, said, "Through this innovative relationship, independent advisors will now have convenient and affordable access to the same high-caliber sales tools typically employed only at larger financial institutions. FMA Advisor is a valuable addition to Vision's suite of front-office tools that help independent advisors increase sales and expand their business."
Introduced in 1998, Vision (www.dstvision.com) is continually enhanced in response to the evolving needs of the financial planning community. Vision is transfer agent-independent and the only portal providing access to variable annuities and over 260 mutual fund companies representing 70 % of dealer-distributed funds.
About DST Systems, Inc.
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.
About Forefield
Established in 1997, Forefield provides premier financial planning knowledge and client interaction solutions that bring clarity and confidence to financial decisions. Forefield helps build and maintain relationships between financial institutions and advisors and their clients, increasing revenue and improving operational efficiency.
Forefield's clients include some of the most prestigious companies in the financial services industry, including American Express Financial Advisors, CIGNA, Commonwealth Financial Network, Deloitte & Touche, FleetBoston Financial, Goldman Sachs, Insurance.com, Legg Mason, Mass Mutual Financial Group, MetLife, Ohio National, PNC Advisors, and Waddell & Reed. For more information, visit www.forefield.com.
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