DST Asset Import/Integration
Our asset/account data for all of our commission based accounts such as annuities is aggregated at DST. Files are created for import into other systems at DST Fanmail. We would like to see a way to import asset data for these accounts like we do Black Diamond asset imports, or an integration like I believe is available for Charles Schwab. I would much prefer being able to do it this way instead of only depending on files from Black Diamond to be able to see assets and balances for these type of accounts.
Thanks!
Jenny Cross