DST Vision 1.3

DST Systems, Inc. – Freeware – iOS
fuori voti 3

Ultima versione
1.3 Cassaforte da installare

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<p>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:</p>

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

<p>Key functionalities of DST Vision Mobile include:</p>

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

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