最新版本
1.3 安全安裝
1.3 安全安裝
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
概述
DST Vision 是在由DST Systems, Inc.開發類別 Business Freeware 軟體。
最新版本是 DST Vision 的 1.3 2025/05/01 上釋放。 它最初被添加到我們的資料庫 2025/05/01 上。
DST Vision 在下列作業系統上運行: iOS。
使用者 DST Vision 3 個 5 星的評分，給了它。
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