BCP Agent app analytics for January 8

Discover our Agent App and simplify wealth management: Quickly access essential data: - Total managed assets and open accounts - Portfolio composition Client information: - Detailed data and direct contact via phone or email Receive real-time alerts for: - Onboardings and account openings - Deposits, withdrawals, and portfolio changes - Birthday reminders Easy access to: - Funding information and account statements - Deposit and withdrawal activity - Portfolio composition and performance Manage your account and request instant support. Download now to transform your operations and connect with your clients smartly and efficiently. Learn more at www.bcpglobal.com Follow us on LinkedIn: https://www.linkedin.com/company/bcpglobal/