Screenshots

Description

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

What’s New

Version 1.3

-Updated App Architecture to support latest 64 bit devices.

Ratings and Reviews

5.0 out of 5
1 Rating

1 Rating

Noa_putz ,

Good app

This worked great for me.
I almost like it better than the web version.

ebsmith ,

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.

Bill finger 9:26 ,

Great app!!

Very simple to use. I get my numbers when I need them. Looking forward to an iPad app.

Information

Seller
DST Systems, Inc.
Size
1.1 MB
Category
Finance
Compatibility

Requires iOS 10.3 or later. Compatible with iPhone, iPad, and iPod touch.

Languages

English

Age Rating
4+
Copyright
Price
Free

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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