DST vision is a web-based account management platform that intermediaries use to access customer account information from more than 290 mutual fund, REIT and variable annuity companies. Blue Frog’s AFFIRM for Annuities solution integrates the complex product rules at an insurance carrier with compliance requirements at distributors.
The combined product, AFFIRM for DST Vision, is being offered at no cost to intermediaries.
Aaron Spradlin, vice president of information technology at independent broker/dealer United Planners Financial Services, commented: “By supporting compliance processing for annuity order management, Vision makes it easier for me to sell these products alongside my other investment offerings. This solution addresses the lack of order entry automation capabilities available to the independent broker/dealer community.”