About DST FANmail
DST FANmail, from SS&C, delivers account data for assets held directly at mutual fund companies and annuity carriers.
DST FANmail + Slant
Save your FANmail ID and password in Slant and choose the book that receives the accounts. You don't need DST Vision. Firms with one login per advisor can add each one.
Supported providers include fund companies such as American Funds and MFS, and annuity carriers such as Jackson National, Nationwide, Transamerica, Lincoln Financial Group, Brighthouse Financial and Midland National Life. Each provider on your FANmail profile approves enrollment separately, and data flows as each one approves.
Financial accounts and annuity contracts appear in the book you chose. Contract details can arrive before balances, and some carriers send values only at month end.
Common use cases
Direct business next to custodied assets
Fund and annuity accounts held directly at the provider appear alongside your custodian accounts.
Annuity contracts on the record
Carrier contracts come in with their details, then balances and subaccount values as the carrier sends them.
One login per advisor
Add a FANmail login for each advisor and send each one's accounts to their book.
