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DST Vision

Free
iPhone / iPad
Genres:
  • Finance
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With DST Vision Mobile, financial intermediaries can harvest 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
-Improved client responsiveness
-Same Vision ID and Password is used for mobile access
-On-the-go 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