DST Vision
DST Vision is a web site that helps financial intermediaries manage the myriad tasks associated with portfolio aggregation, management and reporting on their client accounts. It provides advisors no-cost access to client account information from more than 370 mutual fund, variable annuity and REIT companies at a single web site. Launched in 1998, today it is used by more than 100,000 advisors. Vision is integrated with TA2000, DST's record-keeping platform used by many mutual fund, insurance and REIT companies. An estimated 80% of mutual fund transactions worldwide are processed via DST's record keeping systems.
Patent applications were made in 1999 for unique aspects of Vision, primarily the technical infrastructure that enables simultaneous presentation of data from DST's own system as well as data from external systems, so a financial intermediary could see account information from multiple institutions for a shareholder in a real-time environment. In 2007 DST was awarded a patent for Vision, US Patent No. 7,275,046: Simultaneous Access to Real-Time Financial Information.
In 2010, DST Vision began offering a premium version, called Vision Professional, at a low monthly cost to advisors. This premium version includes brokerage data from major clearing firms and expanded, customizable reports.
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