Salentica Engage and DST FAN Mail: Working Together
DST FAN Mail™ is a file transfer system that electronically supports financial advisors and small broker dealers. FAN Mail makes customer account information available to financial advisors on a daily basis. This download process provides you with current account information while eliminating the need to manually input confirmations and statements.
FAN Mail is the single largest source of load and no-load mutual fund and variable annuity account information. It allows you to:
- Download information about your client's mutual fund transactions directly into Advisors Assistant
- Streamline daily back-office administration and automate the manual data entry of customer information and transaction confirmations
- Achieve superior customer service while saving time and money
FAQs
Q: When does my Data Broker data update in Salentica?
A: Generally we run Data Broker at 9:30 eastern standard time. If you need to adjust this time, please enter a support ticket and we can walk you through how to make this update.
Q: What data points are available from DST FAN Mail?
A:
Please keep in mind, all of these data points might not be mapped into your Engage CRM, and that we regularly update the data points that are available.
Q: How do I request new data points?
A: We are constantly working with our partners to create deeper integrations. If there is a data point that you would like to have brought into the CRM, first check with DST Fan Mail to see if it is currently available. If it is available, reach out to the service team to see if we pull in that data, and how to map it into your CRM.
