BCP Agent

Finance

Free

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.

Ratings & Reviews

  • This app hasn’t received enough ratings or reviews to display an overview.

What’s new in this update: - Performance improvements - Bug fixes for a smoother and more stable experience

Version 1.0.2

The developer, BCP ADVISORS,LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Not Collected

    The developer does not collect any data from this app.

    Privacy practices may vary, for example, based on the features you use or your age. Learn More

    Accessibility

    The developer has not yet indicated which accessibility features this app supports. Learn More

    Information

    • Seller
      • BCP ADVISORS, LLC
    • Size
      • 28.9 MB
    • Category
      • Finance
    • Compatibility
      Requires iOS 15.1 or later.
      • iPhone
        Requires iOS 15.1 or later.
      • iPad
        Requires iPadOS 15.1 or later.
      • iPod touch
        Requires iOS 15.1 or later.
    • Languages
      • English
    • Age Rating
      18+
    • Copyright
      • © BCP ADVISORS, LLC
  • Privacy Policy

    • More by BCP ADVISORS,LLC

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