DST Vision 1.3

DST Systems, Inc. – Freeware – iOS
de votos 3

DST Vision Mobile offers financial intermediaries a streamlined interface that brings the capabilities of DSTVision.com to mobile devices. This application facilitates timely access to client inquiries and essential account information while on the move, prioritizing user experience and efficiency. With existing Vision ID and password integration, users can quickly gain mobile access to vital client data, presenting several advantages:

Prompt access to consolidated client account information
Enhanced responsiveness to client needs
Utilization of Vision ID and Password for secure mobile entry
Real-time updates on account information

Key functionalities of DST Vision Mobile include:

The ability to view an advisor's entire book of business through aggregated client and household lists from participating management companies
A search feature to locate specific assets associated with individual clients or households by last name
Access to detailed asset information categorized by household or individual client
Comprehensive account details including account number, value, NAV, NAV change, and share count
A review of transaction history for each account

Resumen

DST Vision es un software de Freeware en la categoría de Negocio desarrollado por DST Systems, Inc..

La última versión de DST Vision es 1.3, aparecido en 01/05/2025. Inicialmente fue agregado a nuestra base de datos en 01/05/2025.

DST Vision se ejecuta en los siguientes sistemas operativos: iOS.

Los usuarios de DST Vision le dio una calificación de 3 fuera de 5 estrellas.

Imágenes (click para ampliar)

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Última versión
1.3

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