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DST Systems and Envestnet to Deliver Comprehensive Reporting Solution

KANSAS CITY, Mo. Jan. 31, 2011

Vision Professional

Envestnet Vantage

Kyle Mallot

James Lumberg

Vision Professional and Envestnet Vantage™ may each be used as a broker/dealer enterprise solution or deployed together as a combined offering for all levels of advisors.

With Vision Professional, a suite of reports—available real time and as of quarter end—can be customized with an advisor-branded cover page with rep photo, company logo and disclaimer language. Reports include positions and product performance reports, asset allocation and holding reports, as well as Equity Overlap™ reports. The program is built upon Vision’s turn-key, reconciliation-free platform and easy-to-use account management system. Broker/dealers can provide access to these reports via web and, soon, mobile devices. Designed for deployment without any cost to the broker/dealer home office, DST Vision Pro includes an opportunity for including dealer-specific disclosures.

"Historically, this type of aggregation and client-ready reporting was only available through costly portfolio management solutions," Mallot said. "Now, for a small monthly fee, independent advisors can have expanded aggregation of investment information, including brokerage and proprietary life detail. Vision Professional gives them a more comprehensive view of their clients’ financial holdings."

Envestnet Vantage™ offers advisors the ability to see and evaluate the complete picture of client assets—those managed by the advisor as well as those held away. The program provides tracking and billing of advisor fees and commissions, as well as full performance reporting, including point-to-point reporting. Advisors can produce customizable reports based on their selected criteria and can access any type of data by client, groups of clients, or their complete book of business.

Mike Apker

The strategic alliance between DST Systems and Envestnet responds to increased demand in the industry for more comprehensive and accurate reporting solutions. Not only can the tiered offering provide broker/dealers with more oversight to analyze an advisor’s activity but also offer a way for advisors to manage their practices more intelligently, more insightfully and more purposefully.

Richard Bryant


Chicago Boston Denver, New York India $126 billion

* Data includes assets under management and administration and licensing agreements as of 9/30/2010.


Kansas City, Mo.


Jill Patton

DST Systems Media Relations


Amiee Watts

JCPR for Envestnet


SOURCE DST Systems, Inc.

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