The new SA Pro Access app allows SA Stone Financial Advisors to manage their clients' wealth. Advisors can see client balances, holdings, activities and documents as well as market news specifically related to that a client's portfolio - all from your Apple device!
SA Pro Access also allows Advisors to invite new prospective clients, quickly and easily, through text and email.
Features:
- Invite New Clients
- Quickly send texts or emails to prospective clients through the app!
- Search for companies to get back slick charts and company performance!
- Trade Equities and Mutual Funds
Stay Protected
- Safe and secure account login including Touch ID and Face ID functionality.
