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BCP Agent app for iPhone and iPad


4.0 ( 6320 ratings )
Finance Business
Developer: BCP ADVISORS,LLC
Free
Current version: 1.0.0, last update: 3 months ago
First release : 14 Nov 2023
App size: 22.03 Mb

Discover our Agent App and simplify wealth management:

Quickly access 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 instant support.

Download now to transform your operations and connect with your clients smartly
and efficiently.

Learn more at www.bcpglobal.com


Follow us on LinkedIn: https://www.linkedin.com/company/bcpglobal/