Becon IM vs BCP Agent使用状況と統計
BECON Investment Management is an exclusive independent third-party distributor focused on the US Offshore and Latin American markets.
We represent a handful of the world’s leading investment managers. Our boutique representation approach allows us to offer advisors different perspectives and capabilities which creates the conditions for a deeper relationship. Working with a firm with local presence that can provide you multiple best in class solutions for your client’s portfolios will simplify your relationships with the myriad of providers seeking your attention.
• Complete portfolio analysis by professionals.
• Regular investment updates via email, conference calls, and webinars.
• Regular in office visits to ensure you have the latest perspectives and industry trends.
• Global due diligence events and investment forums in which you will hear directly from Portfolio Managers entrusted with your client’s assets.
• Regular road show events in your country with the investment managers we represent.
• Our commitment to partner with you and provide the most exceptional service in the industry.
- Apple App ストア
- 無料
- ファイナンス
ストアランキング
- -
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.
- Apple App ストア
- 無料
- ファイナンス
ストアランキング
- -
Becon IM対BCP Agentランキング比較
と過去28日間の Becon IM ランキング傾向を比較 BCP Agent
ランキング
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Becon IM 対 BCP Agent 国の比較によるランキング
と過去28日間の Becon IM ランキング傾向を比較 BCP Agent
表示できるデータはありません
無料トライアルで任意のサイトと比較する
1月 22, 2026