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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.

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

Companies that integrate with DST Financial Advisor Network Mail

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

Portfolio Pathway
Portfolio Pathway
Portfolio Pathway is a robust wealth management platform that started from a cloud-based portfolio management system and have evolved into a more rounded platform with additional features such as rebalancing, trading, fee billing, third party manager capabilities and more.

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