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 clients 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.
https://andro.io/app/saproaccess
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Android app profile
SA Pro Access for Android – Latest Version & Features
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> 2.2k
Monthly Downloads
~$900
Estimated Cost
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