Agent Sunstate Invest
Connect with your clients
Free · Designed for iPad. Not verified for macOS.
Transform your operations and connect with your clients smartly and efficiently.
Discover our Agent App and simplify wealth management.
Quickly access to 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 support.
Ratings & Reviews
- This app hasn’t received enough ratings or reviews to display an overview.
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.
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- BCP ADVISORS, LLC
- Size
- 36.4 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. - Mac
Requires macOS 12.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English
- Age Rating
18+
- 18+
- Copyright
- © BCP TECH SOLUTIONS LLC