Professional
Assets
Statements
myPLANnetwork
Assets & Prices : 
My Funds  12    2   21
 More funds exist than can be displayed.
 More subaccounts exist than can be displayed.
Welcome to Vision Navigator, a click-through demonstration.
 All Assets
$5,609,755.82
100%
ABC ANNUITIES
$2,525,512.07
45.02%
GLOBAL PRIME INVESTORS FUNDS
$2,071,121.85
36.92%
NEWDAY REITS
$1,013,121.90
18.06%

Activity Summary

Receive Alerts
Recent Transactions
Previous Day's Totals
Open Work Items
Transactions # of Net Amount
Purchases: 8
$5,306.60
Redemptions: 7
$82.48
All Transactions 22
$5,208.60

Client Summary

Previous Day's Totals

Clients
 Accounts
 Net Change Value
3183 3745
$847,193,671.20

Previous Day's Average

Client Value Account Value
$7,506,138.25 $6,379,716.43
Summary information will be available on the next business day.

Quick Links

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Advisor Metrics

See my funds
Top 10 Categories
All Fund Categories
1D
5D
30D
90D
Highest Net Flows
Lowest Net Flows
NOTE: You are viewing Vision Navigator, a click-through demonstration of DST Vision. Accounts and totals are not actual and are displayed for demonstration purpose only.

Covered by US Patent No. 7,275,046