價格：免費
更新日期：2020-08-04
檔案大小：58 MB
目前版本：1.33
版本需求：系統需求：iOS 9.0 或以後版本。相容裝置：iPhone、iPad、iPod touch。
支援語言：英語
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!
Stay Protected
- Safe and secure account login including Touch ID and Face ID functionality.
