12月22日 的 BCP Agent 應用程式分析

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.