DST FAN Mail | SS&C

About

SS&C’s DST Financial Advisor Network Mail (FAN Mail) service enables advisors and broker-dealer back offices to leverage portfolio-management software investments and eliminate manual data entry of customer account activity. Eliminating hours of time-consuming data entry, FAN Mail is the largest single source of customer account information used to automate downloads of mutual fund, variable annuity, variable universal life, and alternative investment customer account information. Asset management companies participate in FAN Mail to help close back-office automation gaps. The FAN Mail service also can be easily integrated into the existing recordkeeping systems used in the broker/dealer back-office environment.

Contacts

Products / Services

  • Automated downloads of customer account information
  • Compatible with most portfolio-management software

Companies that integrate with 401GO

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Integrations

Integrations: 25
Partnership: 0
Portfolio Pathway is a robust wealth management platform. Our origins started from a cloud-based portfolio management system, but have evolved...

Partnership

Interested in partnerships with:

No partnership categories yet. Open to forming a new partnership? Contact api@insart.com and we’ll help you facilitate integrations that will grow your business.

Get

instant integration assistance

SUBSCRIBE

Whether you are a founder, investor or partner – we have something for you.

Home
Get in touch
Explore on signals.MAG