Fintech Integration Marketplace

Access the whole Fintech integrations ecosystem in one place. Grow your business through partnerships.

DST Vision (SS&C)

SS&C’s DST Vision is a premier financial intermediary single sign-on website providing advisors one-stop access to their book of business across participating product companies. Over 450 product companies, including mutual funds, variable annuities, and alternative investment companies participate. More than 96,000 active monthly users take advantage of Vision’s powerful, easy-to-use tools, and access to real-time, critical information for effectively managing their client relationships.

Vision enables financial intermediaries to view fund, account, and book-of-business information. Additionally, intermediaries can perform transaction processing and account maintenance.


Vision Home Office: A website designed exclusively for the broker-dealer and trust company home office integrates critical real-time information with interactive self-servicing tools to help manage daily operations more efficiently.

Vision Professional: An advisor-branded turnkey aggregation and client-reporting tool integrated with deep analytics including advisor-branded customer reports, quarter-end and daily reporting and product analytics.


Companies that integrate with DST Vision

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

RightCapital's innovative financial planning solution allows financial advisors to: • Differentiate their value for more clients. • Create a simple plan in as little as 10 minutes. • Empower themselves to evolve with planning needs.

No partnership categories yet.

Open to forming a new partnership? Contact and we’ll help you facilitate integrations that will grow your business.


Get instant integration assistance

It usually takes several months to define goals and create a step-by-step integration plan. Enter your details and book a meeting with an integration expert who can help you clarify the next steps of the integration and streamline the process.