DST Vision vs MyRepChat for Intune

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

WARNING: MyRepChat for Intune is for MyRepChat customers with Microsoft Intune MAM or MAM WE enabled. If you’re unsure whether this applies to your organization, we recommend using the regular app. MyRepChat enables financial professionals to text with clients and colleagues while meeting the strict compliance requirements of the financial industry. All conversations are securely captured, retained, and available for reporting or integration with leading third-party archiving providers — giving your firm the oversight it needs without changing how you communicate. Best of all, your clients don’t need to download anything new. They simply text you the way they always have, using the native messaging app on their phone. Compliant messaging, without the friction.