Providers and advisors must adhere to rapidly evolving fiduciary standards and still be able to maintain efforts to attract and support retirement plan sponsors. Today’s challenging marketplace creates an environment where leveraging technology can help meet mounting demands and help solve for conflicting priorities.
DST’s Advisor Workstation offers a wide range of capabilities to help advisors streamline the workload and deliver insights through a centralized dashboard with key capabilities, such as:
DST accommodates connectivity with 26 recordkeepers and related sources to integrate the user experience into a single view of a firm’s entire retirement plan book of business across all providers, right down to the participant level.
Single sign-on (SSO) functionality is amplified with entitlement management capabilities to help to create a secure foundation for authenticating users.
Integrate and synchronize your plan management tools and data services, including third-party vendors, for improved fiduciary support.
Create customized, pre-defined analysis and reports.
Oversee all aspects of plan management and monitor key indicators while providing full data access for deeper dives and custom views.
Access DST’s financial education content and tools for targeted campaigns, financial wellness communications, and enrollment meetings.
In the new fiduciary environment, broker-dealers and registered investment advisors (RIAs) are seeking to more effectively service retirement plans while also managing who may access information and act in a fiduciary role. The Advisor Workstation Plan Requirements Oversight tool helps address this new challenge by providing the ability to establish, communicate, and monitor specific plan level requirements and which advisors/agents must adhere to which requirements when servicing retirement plan business.
One centralized dashboard enables easy access to improved productivity and oversight capabilities.
Download the Advisor Workstation brochure or contact us for an Advisor Workstation demo.
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