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SA Pro Access

The new SA Pro Access app allows SA Stone Financial Advisors to manage their clients' wealth

The new SA Pro Access app allows SA Stone Financial Advisors to manage their clients' wealth

SA Pro Access

by StoneX Group Inc.
SA Pro Access
SA Pro Access
SA Pro Access

What is it about?

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

App Details

Version
1.62
Rating
(3)
Size
36Mb
Genre
Finance Productivity
Last updated
April 10, 2023
Release date
February 25, 2020
More info

App Store Description

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.

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