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Rating:New 529 Tool for Advisors Not Rated 0.0 Email Routing List Email & Route  Print Print
Wednesday, March 27, 2002

NEW SYSTEM
New 529 Tool for Advisors

by: Tony Pennino

DST Systems is rolling out its upgraded Vision for financial advisors interested in 529 plans, a spokesperson with the firm told the MutualFundWire.com. The system is currently available.

"We highlight the basic information on all of the state plans," the spokesperson reported. "For approximately 50% of the state 529 plans, we have a much more detailed, interactive system." These will be available through the 529 Plan Resource Center.

With those states, the financial advisor will have the ability to retrieve a client's 529 account in real time. The portal also provides consolidated access.

DST has relationships with such firms as Alliance Capital, American Funds, AIM, and MFS Investment Management. 

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