Source: DST Systems
DST Vision®, the leading web-based account management tool for financial intermediaries, now supports mobile access. The new mobile version of Vision provides a mobile-specific experience when accessed by web-enabled smart phones including iPhone®, Android™, and Blackberry® 6 OS.
Designed with ease of use and speed in mind, the mobile version of Vision accepts an advisor's existing ID and password to provide on-the-go access to real-time account information aggregated across more than 370 product companies. Features include client and household lists; search functionality by client or household name; household and client views; and account details.
"I am absolutely excited about the latest upgrade to DST Vision," said Kevin Yaley, a registered representative and investment advisor representative with Berthel Fisher & Company Financial Services. "With the ability to access basic client data from my smart phone, I can now work more efficiently while still being able to spend time with my family and friends. I can confidently say that for many advisors like me, DST Vision Mobile will be the most significant efficiency enhancement that you will make to your business this year."
"The ability to access DST Vision from a mobile device makes it easier than ever for advisors to stay informed and address client inquiries while on the go," said Kyle Mallot, vice president of distribution support solutions for DST Systems. "The mobile site incorporates many of the search, inquiry and aggregation features advisors told us matter most when it comes to mobile access."