Electronic Statement Presentment

Whether you want to provide financial documents electronically to individual shareholders, corporate investors, or brokers, our electronic presentment capability delivers best-of-class functionality that results in more economical e-delivery of statements, trade confirmations, proxies, annual reports, and prospectuses.

Our full-service approach means we handle each step and every aspect of the electronic investor communication cycle, allowing you to focus on your core business. From investor consent to receive documents electronically to e-delivery of your regulatory compliant shareholder communications, our presentment abilities make it happen.

Why promote electronic delivery with your customers?

... to save money

• Print processing and postage fees
• Customer service costs

... to make money

• Revenue from effective cross-selling
• Differentiation from competitors
• Customer retention

... to meet customer demands

• Speed
• Convenience and self-service
• Personalized service

Selecting the right partner is critical to your core business objectives. DST Output leverages decades of mutual fund, bank, and brokerage experience, and the capabilities of our corporate parent, DST Systems, to deliver documents electronically with a view of SEC compliance needs.

Extensible, sophisticated architecture

You won't need to worry about your presentment future - we already have the largest and most scalable solution in the market. The presentment platform can be quickly extended with new product features and functionality to continuously enhance your customers' experience. Our architecture scales to support your volume and seamlessly integrates with back-end systems, as well as DST Systems' AWD® and Vision solutions.

Leading-edge technology, service, and redundancy

The Winchester Data Center, under DST Systems' information processing management services, processes data for millions of accounts every day. Winchester is one of the largest and most sophisticated computer facilities dedicated to commercial data processing. Winchester operates 24 hours a day, 365 days a year and is built on 21 acres in a secure and private technology park in Kansas City.

Implementation/Consulting Services

The key to long-term success begins with a comprehensive implementation. Our team methodically explores your electronic strategy and explicitly documents your business requirements for a complete online solution. We will work closely alongside your internal stakeholders in executing a joint plan to deliver the "desired state" of your online presentment needs.

Core functionality

The presentment solution includes the following set of core functionality.

• Personal Document Loading and Presentment
• CSR and Intermediary Presentment
• Notification
• Consent and Paper Suppression
• Short, Medium and Long-Term Storage Needs

Built on an intricate, scalable, and secure platform, DST Output's Electronic Presentment Solution supports small and large financial services customers alike.