BCP Agent
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
- 1.0.4
- Listing last refreshed
- 2026-09-13
View the original store listing
Store description excerpt
The app for financial advisors that strengthens client relationships. Designed to help you manage clients quickly and securely — wherever you are. From key account data to real-time alerts, everything you need in one platform. Key features: - Instant access to total assets, open accounts, and portfolio breakdowns. - Detailed client profiles with direct contact via email or WhatsApp. - Real-time alerts: onboardings, deposits, withdrawals, changes, and birthdays. - Complete visibility into funding, account statements, and portfolio performance. - In-app support and administrative request management.
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