Financial Advisor Network® Mail (FAN Mail®)
Financial intermediaries are often looking to close the back-office automation
gap and eliminate inefficient data entry. Mutual fund and life insurance 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
Systems developed FAN Mail.
FAN Mail is an automated source for complete customer account information
across mutual fund, variable annuity, variable universal life, and real estate
investment trusts (REIT) companies including confirmation of purchases, redemptions,
exchanges, and distributions as well as access to information on positions and
daily prices. Through FAN Mail, daily transactions are transferred directly
from the fund company to the financial intermediary's portfolio-management or
asset tracking software. Intermediaries download the data from a directory accessed
through the DST FAN Mail Web site, which is HTTPS/SSL secured.
FAN Mail streamlines daily back-office administration tasks and allows advisors
to automate the manual data entry of their customers' information and transactions.
As an essential component in thousands of financial advisors' and broker/dealers'
back-offices, FAN Mail is a vital link to the largest single source of mutual
fund, and variable annuity, variable universal life, and REIT customer account
information available.
Financial advisors can enroll at www.dstfanmail.com or
call 800.435.4112 for more information.
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