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With DST Vision Mobile, financial intermediaries can harness the power of DSTVision

DST Vision

by DST Systems, Inc.

What is it about?

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:

App Details

Version
1.3
Rating
(2)
Size
1Mb
Genre
Finance
Last updated
October 9, 2018
Release date
October 10, 2011
More info

App Screenshots

App Store 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

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