BCP Agent
BCP Agent Summary
BCP Agent is a free iOS app in Finance by BCP ADVISORS,LLC. Released in Nov 2023 (2 years ago). Store last updated Mar 27, 2026
BCP Agent SDKs Summary
App not yet scanned for SDKs.
0★
Ratings: 0
Screenshots
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.