BCP Agent

82 installs
ratings
+3 weekly installs
trend steady
+3 monthly installs
trend steady

0★

Ratings:

5★
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1★

Screenshots

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App screenshot
App screenshot
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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.