With DST Vision Mobile, financial intermediaries can harness the power of DSTVision.com on their mobile device. DST Vision Mobile makes it easier than ever to stay informed and address client inquiries while on the go. Designed with ease of use and speed in mind, an advisor’s existing Vision ID and password is used to gain mobile access to key client account information while enjoying these benefits:
-Fast, easy access to aggregated client account information
-Improve client responsiveness
-Vision ID and Password is used for mobile access
-Access to real-time account information
With DST Vision Mobile, you can:
-View your book of business using the client and household lists aggregated across participating management companies
-Search by last name to pinpoint assets held by a particular client or household
-View asset information by household or individual client
-View account details such as account number, value, NAV, NAV change and shares
-Browse account transaction history
-Updated App Architecture to support latest 64 bit devices.
Ratings and ReviewsSee All
This worked great for me.
I almost like it better than the web version.
New Version works better
Although, the app was a bit slow to start up. i found it works very well. It is nice to have this information at your fingertips.
Very simple to use. I get my numbers when I need them. Looking forward to an iPad app.
With Family Sharing set up, up to six family members can use this app.