SA Pro Access
100+
Downloads
Everyone
info
About this app
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 Android 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!
Stay Protected
- Safe and secure account login including Touch ID and Face ID functionality.
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!
Stay Protected
- Safe and secure account login including Touch ID and Face ID functionality.
Updated on
Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
What's new
Minor bug fixes and adjustments
App support
phone
Phone number
+18884042941
