A message from...
Mike Abbaei, President,
DST Brokerage Solutions
  "By combining DST Systems' breadth and depth of technology and services with Finix Business Strategies' extensive knowledge and brokerage operations expertise, DST Brokerage Solutions is addressing broker/dealers’ unique challenges through an expanded suite of products and services. Our vision is to provide seamless integration between all of the applications broker/dealers need to conduct their businesses."
DST Brokerage Solutions
DST's technologies and services are tailor-made to deliver efficient connectivity between all parties throughout the lifecycle of a financial product.
Business Strategy, Technology and Operations Consulting
Our complete, end-to-end consulting approach incorporates both advisory and implementation services. By understanding your firm's needs, we can offer a customized combination of high-level business direction, actionable strategic plans, and proven operational or technical project management.
To learn more, please visit www.finixbs.com/
Brokerage Subaccounting
Our solution leverages DST Systems' advanced subaccounting platform with superior account servicing capabilities–all tied to an integrated platform that contains the most comprehensive mutual fund information available. Our team has a complete understanding of both broker-dealer and mutual fund operations processes, and has in-depth experience with reconciliation and control of shares and dollars, as well as, a broad experience of systems interfaces and critical processes.
Business Process Management and Workflow
AWD is a comprehensive BPM solution that is vital to the operations of the entire DST enterprise, as well as hundreds of organizations worldwide. AWD brings together all of your operational components creating real harmony and collaboration among all the players. AWD gives you complete control over service quality and ensures that commitments are met. It helps you reduce operational costs by designing new processes and improving existing ones. AWD also helps to ensure compliance with regulatory requirements or quality standards. To learn more, please visit www.awdbpm.com
Portfolio Aggregation, Management and Reporting for Advisors
For more than 12 years, DST Vision has been the advisors’ source for account information. More than 130,000 advisors depend on Vision for access to over 370 mutual fund and variable annuity companies, as well as direct participation programs such as non-traded real estate investment trusts (REITs). With its interactive tools, Vision provides real-time, critical information for effectively managing customer relationships.
To learn more, please visit the Vision section of our website
To enroll, view an online demo, or get more information, visit www.dstvision.com
Print and Electronic Customer Communications and Output
Communications delivery is evolving. So is the way investors want to be reached. Strike the right balance between postal and electronic. Uncover the hidden costs, create across-the-board savings, and create new marketing opportunities. As a world-class customer communications company, we deliver print and digital bills, statements and financial documents for some of the world’s largest companies. Our fulfillment and direct mail solutions and technologies are renowned for increasing productivity and satisfaction
To learn more, please visit dstoutput.com
Enterprise Social Networking Platform
The Converge platform is the best way to build a social enabled web presence. This can be public, private or both. Converge is the one platform that will support your enterprise social software needs. With Converge, you can connect people, share information, stay informed, drive decisions, organize information, gather feedback, streamline access and simplify connectivity. Fully customizable, our flexible, intuitive platform gets you to market faster, so you spend less time learning and more time converging. It also integrates easily with existing systems, both internal and external.To learn more, please visit www.whyconverge.com/
For more information on DST Brokerage Solutions, contact: mjtobin@dstsystems.com.
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