DST Systems, Inc.

Home > Reporting

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.

Sales Reporting

SalesConnect offers flexible reporting tools to meet the diverse needs of the novice online user and the advanced data analyst. From intuitive online searches, reports and data exports to sophisticated queries and comprehensive data files, we have every angle covered.

Web Interface

SalesConnect’s web interface offers quick and easy online viewing including:

Basic Searches – intuitive search capabilities at the firm, office, and advisor levels.
Advanced Searches – powerful option for identifying a target population of advisors based on more in-depth data elements.
Query Wizard – free-form queries at the firm, office, and advisor levels.
Reports – more than 50 standard reports. Each report contains parameters that enable clients to customize the results based on their specific needs. Reports can be scheduled and e-mailed.

Search results and reports can be output in either PDF or CSV format.

Reporting Database

Specifically designed for clients without a data warehouse, this real-time copy of the production database supports advanced querying using common desktop reporting tools. The reporting database can also be accessed with the same desktop reporting software and connectivity that you use today with TA2000’s ad-hoc reporting tool (PowerSelect). This approach provides unlimited, real-time access to the SalesConnect data with the unique opportunity to combine it with core TA2000 data obtained from PowerSelect.

Data Files

SalesConnect offers a comprehensive set of daily data files that can be used to update a downstream data warehouse or CRM system with scrubbed trades, scrubbed assets positions, and firm, office, and advisor maintenance.