Task Management Platform
Vista
of Action.
VistaTasks™ is the firm’s task console — every follow-up, review, and to-do linked to the household it belongs to, created by any Vistamark application and finished in one place.
Secure Access
Coming soon.
VistaTasks is being prepared for launch. Sign-in is restricted to authorized Vistamark personnel and will be handled by your Microsoft 365 account with multi-factor verification.
Available at launch
✓
Encrypted in transit and at rest. Activity will be logged for compliance under SEC Rule 204-2 books-and-records requirements.