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SA Pro Access

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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.
カテゴリー
ファイナンス
リリース
2020/2/25
更新
2020/8/4
バージョン
1.33
言語
サイズ
55.3 MB
条件
このバージョンの新機能
Along with our normal bug fixes and optimizations, we are excited to present our new feature, trading equities!

After placing market or limit orders, you can see unfilled, pending orders on the Positions Tab and in the Security Details Screens!
スクリーンショット
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