Features SA Pro Access
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.
Secure & Private
Your data is protected with industry-leading security protocols.
24/7 Support
Our dedicated support team is always ready to help you.
Personalization
Customize the app to match your preferences and workflow.
See the SA Pro Access in Action
Get the App Today
Available for Android 8.0 and above