Albridge Solutions and DST Vision Provide Connectivity to Maximize Intermediary

Monday 14 March 2005 22:01 CET | News

Albridge Solutions, now offers its broker/dealer customers integrated connectivity between Albridge and DST Vision.

Vision is a leading account management Web site for financial advisors provided by DST Systems, Inc. The solution will provide financial advisors with point of click access from Albridges Wealth Management reporting platform directly into DST Vision, a resource for specific client mutual fund or variable annuity account data. By offering direct access to DST Vision, Albridge clients have one more resource added to the growing portfolio of services, tools and resources conveniently available through Albridges Web-based Wealth Management Reporting Solution. Since announcing its first enterprise financial institution client four years ago, Albridge has become a leader in providing enterprise data consolidation and Web-based portfolio accounting/performance reporting solutions to the financial services industry and counts more than 85 institution-level clients and tens of thousands of advisors as users. Albridges Wealth Reporting provides financial institutions, their advisors, and their permissioned clients with immediate, on-demand access to the transaction-level data thats critical to successful wealth management. DST Vision is focused on providing financial intermediaries with the complete client account access needed on a daily basis. DST Vision data consolidates customer portfolio management, detailed account information, electronic statements, transaction processing, and enables new account establishment. Vision provides real-time, reliable information for more than 260 mutual fund and variable annuity companies for optimal customer support. Currently, Vision provides access to more than 70 percent of the dealer-distributed mutual funds and more than half of the leading variable annuities.

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Categories: Payments & Commerce | Payments General
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