BCP Agent 17+
BCP ADVISORS,LLC
-
- Free
Screenshots
Description
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.
What’s New
Version 1.0.1
What’s new in this update:
- Performance improvements
- Bug fixes for a smoother and more stable experience
App Privacy
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
Information
- Seller
- BCP ADVISORS, LLC
- Size
- 27 MB
- Category
- Finance
- Compatibility
-
- 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
- 17+
- Copyright
- © BCP ADVISORS, LLC
- Price
- Free