Becon IM 对比 BCP Agent 的使用情况和统计数据
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 应用商店
- 免费
- 金融
商店排名
- -
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 应用商店
- 免费
- 金融
商店排名
- -
Becon IM与BCP Agent排名比较
对比 Becon IM 与 BCP Agent 在过去 28 天内的排名趋势
排名
没有可用的数据
一月 24, 2026