DST Vision
Finance
Free · Designed for iPad
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.
The developer, DST Systems, Inc., has not provided details about its privacy practices and handling of data to Apple. For more information, see the developer’s privacy policy.
No Details Provided
The developer will be required to provide privacy details when they submit their next app update.
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- DST Systems, Inc.
- Size
- 1.1 MB
- Category
- Finance
- Compatibility
Requires iOS 10.3 or later.
- iPhone
Requires iOS 10.3 or later. - iPad
Requires iPadOS 10.3 or later. - iPod touch
Requires iOS 10.3 or later. - Mac
Requires macOS 11.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © 2018 DST Systems, Inc.