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Overview

SalesConnect provides fund companies and real estate investment trust (REIT) sponsors with an end-to-end solution for tracking and servicing financial advisors across their transfer agent and sales organizations. More than 50 asset managers rely on our data scrubbing service to provide daily profile updates and reconcile trades and asset positions from multiple recordkeeping sources including TA2000® and subaccounting platforms.

The data scrubbing service can be delivered through a DST-hosted Web application featuring client relationship management (CRM) and reporting capabilities or as daily data files that are integrated with the client’s downstream sales systems.   

Contact us for further information or to schedule a demo.
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Data Management

Since inception, our unwavering focus has been to provide asset managers with business critical information on financial intermediaries including reconciling their trades and asset positions. This key task, often under-served in the industry today, improves the accuracy of sales information that fuels downstream reporting and decision making.

bulletHow We Do It
We have assembled the largest and most experienced data scrubbing team in the industry to tackle the difficult challenges associated with advisors in transition, firm mergers, and trading through clearing firms and omnibus accounts. The breadth of firm/office/advisor information in our universal database is unmatched by our competitors. The combination of people power and on-going investments in technology means SalesConnect provides you with more up-to-date and accurate information on the advisors currently conducting business with you, as well as those that represent prospecting opportunities.
bulletServices Provided
The data scrubbing service includes:
  • Populating branch and advisor information on TA2000 FID (Financial Intermediary Database) and your client specific SalesConnect database.
  • Reconciling trades and asset positions, regardless of recordkeeping source, to the underlying firm, office, and advisor.  
  • Processing firm mergers and conversions for TA2000 accounts.
  • Researching and processing office and financial advisor maintenance requests received from our clients.
  • Providing access to the scrubbed information either through a Web front-end or daily transmission of data files.
bulletTA2000 Benefits
Our innovative approach to improving data quality throughout your organization starts at the recordkeeping source.  SalesConnect is uniquely positioned to populate valid branch and advisor information on both TA2000 FID and your shareholder accounts.  Benefits of this approach may include:
  • Reduced returned mail (dealer statements)
  • More accurate commission payouts
  • Improved reporting (PowerSelect™)
  • Better experience for financial advisors using DST Vision® and FAN Mail®