Agent Sunstate Invest

iOS app by BCP ADVISORS,LLC. Finance · BCP ADVISORS,LLC

Store rating
0 / 5
Store rating count
0
Download price
Free to download
In-app purchases
Unknown
Version
1.0.3
Listing last refreshed
2026-09-15

View the original store listing

Store description excerpt

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.

Review coverage

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