At DST
Vision™, we are always looking for ways to improve
or add functionality to meet your needs. Below are some of
the planned projects. Look for more details in the next edition
of the “Vision View”.
•
Integrate Outside Assets in My Portfolios Vision’s My Portfolios feature
allows you to group and
store customers’ mutual fund and variable annuity assets into meaningful
relationships. However, when a customer’s assets are with financial institutions
that do not participate in Vision, you cannot completely present a customer’s
holdings. In the future, you will be able to manually enter a customer’s
outside assets into an existing portfolio and generate a consolidated report
through Vision. Any asset with a ticker symbol will be priced daily.
•
Consolidated Reporting of Portfolio and Household
Values
With this enhancement, the value for every portfolio
will be conveniently accessible from the My
Portfolios page.
Similarly, the value of each household will be available
from the My Households page. You will be able
to sort the new value fields and easily identify your high-dollar portfolios
and households.
•
Additional Transaction History Information The Transaction History page will begin
displaying more details about transactions, specifically
on exchanges and transfers. This is in addition to its
current displays: transaction type; confirm date; trade
date; dollar, share amount and price of the trade; and
a running account share balance.
•
Free Shares in Back-End Sales Charge Calculator
Currently, Vision’s back-end sales charge calculator displays only free
dollars. This enhancement will display free shares.
•
Variable Annuity Information in Recent Transactions
This enhancement will incorporate variable annuity transaction information in
Vision’s Recent Transactions feature and transaction
alert e-mail notices.
