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


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