DST Vision 4+

DST Systems, Inc.

Designed for iPad

    • 4.0 • 2 Ratings
    • Free

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

4.0 out of 5
2 Ratings

2 Ratings

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.

Noa_putz ,

Good app

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

FA@ ,

Works Great.

Bugs found in first release fixed. Works great.

App Privacy

The developer, DST Systems, Inc., has not provided details about its privacy practices and handling of data to Apple.

No Details Provided

The developer will be required to provide privacy details when they submit their next app update.

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