Agent Sunstate Invest

Transform your operations and connect with your clients smartly and efficiently.

Discover our Agent App and simplify wealth management.

Quickly access to essential data:

• Total managed assets and open accounts
• Portfolio composition

Client information:

• Detailed data and direct contact via phone or email

Receive real-time alerts for:

• Onboardings and account openings
• Deposits, withdrawals, and portfolio changes
• Birthday reminders

Easy access to:

• Funding information and account statements
• Deposit and withdrawal activity
• Portfolio composition and performance

Manage your account and request support.