DST Sherpa

DST Sherpa is a technology solution provided by SS&C Technologies, a global provider of financial services software and software-enabled services. Originally developed by DST Systems, which was acquired by SS&C in 2018, Sherpa is designed to empower financial advisors by aggregating client account data from various sources into a single, unified view. The platform offers tools for performance reporting, analytics, client management, and business intelligence, aiming to improve operational efficiency, enhance client engagement, and support practice growth for wealth management professionals.