BCP Agent

BCP Agent Summary

BCP Agent is a mobile iOS app in Finance by BCP ADVISORS,LLC. Released in Nov 2023 (2 years ago). Store metadata: updated Mar 27, 2026.

Store info: Last updated on App Store on Mar 27, 2026 .


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App 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.