DST Vision vs Private Client Services
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
DST Vision
This mobile application provides financial intermediaries with on-the-go access to client account information. It allows for quick retrieval of aggregated data, improving client responsiveness and enabling advisors to view account details and transaction history.
- Access aggregated client account information
- Improve client responsiveness
- View real-time account data
- Search clients by last name
- View asset and account details
- Browse account transaction history
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With DST Vision Mobile, financial intermediaries can harness the power of DSTVision.com on their mobile device. DST Vision Mobile makes it easier than ever to stay informed and address client inquiries while on the go. Designed with ease of use and speed in mind, an advisor’s existing Vision ID and password is used to gain mobile access to key client account information while enjoying these benefits: -Fast, easy access to aggregated client account information -Improve client responsiveness -Vision ID and Password is used for mobile access -Access to real-time account information With DST Vision Mobile, you can: -View your book of business using the client and household lists aggregated across participating management companies -Search by last name to pinpoint assets held by a particular client or household -View asset information by household or individual client -View account details such as account number, value, NAV, NAV change and shares -Browse account transaction history
Private Client Services
Access your investment account information on the go. View balances, review asset allocation, check transactions, and assess results. Stay informed with research insights and easily contact your team.
- Secure Multi-Factor Authentication
- Comprehensive account overview
- Investment results and holdings
- Recent transactions
- Research insights
- Team contact information
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Capital Group Private Client Services clients can access account information wherever and whenever with our mobile app. It’s easier than ever to check balances, review asset allocation, view transactions, assess results, and more. Features include: • Secure Multi-Factor Authentication login • Comprehensive account overview • Complete investment results • Up-to-date holdings • Recent transactions • Insights from Capital Group research analysts • Your team’s contact information
Screenshots
Verdict
The clearest difference is rating: Private Client Services at 4.1 against DST Vision's 3.0. Private Client Services also leads on review sentiment (50% vs 38%) and ratings volume (11 vs 3). DST Vision's advantage is update cadence (every 9 months vs every 26 months) and iOS requirement (10.3 vs 17.0). On price, ads, in-app purchases and monetization model there is nothing between them.
Scored on Price · Rating · Positive reviews · Number of ratings · Update frequency · Ads · In-app purchases · Monetization · Best chart rank · Devices · Requires iOS
Both are free to download. Neither carries in-app purchases, so what you see is what you pay.
Private Client Services holds the better App Store score, 4.1 against 3.0. Both are backed by a comparable volume of ratings — 3 and 11 respectively. Written reviews point the same way: 38% of DST Vision's written reviews are positive against 50% of Private Client Services's.
DST Vision ships an update every 9 months, Private Client Services every 26 months. The most recent releases landed on September 24, 2026 and October 6, 2026 respectively.
| Parameter | DST Vision | Private Client Services |
|---|---|---|
| Price | Free | Free |
| Rating | 3.0 (3 ratings) | 4.1 (11 ratings) — better |
| Positive reviews | 37.5% of reviews | 50.0% of reviews — better |
| Number of ratings | 3 | 11 — better |
| Update frequency | Every 9 months — better | Every 26 months |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | Free |
| Devices | iPhone, iPad, iPod — better | iPhone, iPad |
| Requires iOS | 10.3 — better | 17.0 |
| Further details — not scored | ||
| Size | 1 MB | 56 MB |
| Age rating | 4+ | 4+ |
| Developer | DST Systems, Inc. | The Capital Group Companies Inc. |
Customer experience
DST Vision
Private Client Services
In-app purchases
DST Vision
No in-app purchases
Private Client Services
No in-app purchases
Questions
Is DST Vision free?
Is Private Client Services free?
Which has better reviews, DST Vision or Private Client Services?
Do DST Vision or Private Client Services have ads?
Which is updated more often, DST Vision or Private Client Services?
Other comparisons
