DST Vision, the web-based account management tool for financial intermediaries, is now available on web-enabled smart phones, including iPhone, Android and BackBerry.
Amassing account information from 370 product companies, the features include client and household lists, search functionality by client or household name and account details.
“I am absolutely excited about the latest upgrade to DST Vision,” said Kevin Yaley, an investment adviser 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 advisers like me, DST Vision Mobile will be the most significant efficiency enhancement that you will make to your business this year.”
DST Systems developed the mobile application so that advisers can stay informed and address client inquiries on the go, said Kyle Mallot, vice president of distribution support for DST. “The mobile site incorporates many of the search, inquiry and aggregation features advisers told us matter most when it comes to mobile access,” he said.