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DST Systems

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Overview

DST Systems, now part of SS&C Technologies, is a major provider of technology-based solutions for the financial services and healthcare industries. While not a dedicated 1031 exchange tool itself, its platforms are used to administer and manage alternative investments, including Delaware Statutory Trusts (DSTs), which are a cornerstone of many 1031 exchange replacement strategies. They provide the back-office technology that powers many DST sponsor offerings.

✨ Key Features

  • Investment administration and accounting platforms
  • Shareholder recordkeeping
  • Compliance and regulatory reporting
  • Technology for managing alternative investments like DSTs

🎯 Key Differentiators

  • Deep expertise in financial services technology
  • Comprehensive suite of back-office solutions
  • Strong reputation and long history in the industry

Unique Value: Offers the robust, secure, and compliant back-office technology that enables DST sponsors and financial institutions to offer and manage 1031-eligible investment products.

🎯 Use Cases (3)

DST sponsors managing their investment offerings Financial institutions administering fractional ownership real estate investments Back-office processing for 1031 exchange investment vehicles

✅ Best For

  • Providing the recordkeeping and administration technology for DST sponsors.

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Individual investors looking for a QI or a marketplace.

🏆 Alternatives

Broadridge Financial Solutions FIS Fiserv

Provides a more comprehensive and integrated technology stack for investment administration than smaller, niche players.

💻 Platforms

Web API

🔌 Integrations

Various financial institutions Broker-dealers

🛟 Support Options

  • ✓ Email Support
  • ✓ Phone Support
  • ✓ Dedicated Support (Enterprise tier)

🔒 Compliance & Security

✓ SOC 2 ✓ HIPAA ✓ BAA Available ✓ GDPR ✓ ISO 27001 ✓ SSO ✓ SOC 1 ✓ SOC 2 ✓ ISO 27001

💰 Pricing

Contact for pricing
Visit DST Systems Website →