SA Pro Access 1.62

The SA Pro Access app presents a robust tool for financial advisors affiliated with SA Stone Financial. This application facilitates comprehensive wealth management by providing advisors with immediate access to client balances, holdings, activities, and relevant documentation, all consolidated into a single platform optimized for Apple devices.

Furthermore, the app streamlines the client acquisition process by enabling advisors to invite potential clients efficiently via text or email directly through the application.

Key Features:

• Client Invitation: Easily invite prospective clients through the app.
• Seamless Communication: Send texts and emails to prospects instantly.
• Market Research: Access in-depth company data with intuitive charts and performance metrics.
• Trading Capability: Execute trades for both equities and mutual funds within the app.

Security Measures:

• Enhanced Security: Utilizes safe and secure account logins, incorporating Touch ID and Face ID functionality for added protection.