SA Pro Access vs FSW Advisor

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.

FourStar Wealth Advisor App The FourStar Wealth mobile app is the mobile version of the FourStar Wealth dashboard that financial advisors access from their web browser. The mobile app makes it easier for financial advisors to assist their clients with their inquiries and appointment scheduling by allowing them to respond to a client's request or rejection of an appointment directly from their phones and without the need for direct communication. The Remote Inquiries feature contains questions from specific clients that allow advisors to know the issues or stocks their clients are most interested in learning about. This enables them to tailor their stock recommendations accordingly. Here's what financial advisors will find in the FourStar Wealth mobile app: Accessibility The app uses the email address registered in Orion. System sends a One Time password to the email address. Access to the app requires a verification process which includes creating a PIN for access. Account Management Financial Advisors can manage their client's accounts via the app. Account management includes activating inactive clients and deactivating when necessary. Proactive Alerts and Notifications Financial Advisors will receive email notifications for appointment schedules. Client Support The FourStar Wealth app allows financial advisors to know what stocks a client might be interested in adding to their portfolio through remote inquiries. Notes: The App designed for any companies. This app will be distributed worldwide. Users are enrolled on our admin dashboard. Then, used those enrolled account to the app.