BCP Agent 17+

BCP ADVISORS,LLC

Osmišljeno za iPad

    • Besplatno

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Opis

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/

Privatnost aplikacije

Developer BCP ADVISORS,LLC naznačio je da prakse privatnosti aplikacije mogu obuhvaćati rukovanje podacima kako je ispod opisano. Za dodatne informacije pogledajte pravila privatnosti developera.

Podaci se ne prikupljaju

Developer ne prikuplja nikakve podatke iz ove aplikacije.

Prakse privatnosti mogu varirati, primjerice, na temelju značajki koje koristite ili vaše dobi. Saznajte više

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