DST Vision 1.3

DST Systems, Inc. – Freeware – iOS
z 3 głosów

Najnowsza wersja
1.3 Sejf do zainstalowania

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

Przegląd

DST Vision to Freeware oprogramowanie w kategorii Firma opracowane przez DST Systems, Inc..

Najnowsza wersja DST Vision jest 1.3, wydany na 01.05.2025. Początkowo był to dodane do naszej bazy na 01.05.2025.

DST Vision jest uruchamiany w następujących systemach operacyjnych: iOS.

Użytkownicy DST Vision dał pewien oszacowanie od 3 z 5 gwiazdek.

Zrzuty ekranu (kliknij aby obejrzeć powiększenie)

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Ostatnie aktualizacje

Najnowsza wersja
1.3

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