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Discover our Agent App and simplify wealth management:

BCP Agent

by BCP ADVISORS,LLC

What is it about?

Discover our Agent App and simplify wealth management:

App Details

Version
1.0.0
Rating
NA
Size
22Mb
Genre
Finance Business
Last updated
November 15, 2023
Release date
November 14, 2023
More info

App Screenshots

App Store Description

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/

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