BCP Agent 與 SA Pro Access 使用情況與統計
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/
- Apple App Store
- 免費版
- 金融
商店排名
- -
The new SA Pro Access app allows SA Stone Financial Advisors to manage their clients' wealth. Advisors can see client balances, holdings, activities and documents as well as market news specifically related to that a client's portfolio - all from your Apple device!
SA Pro Access also allows Advisors to invite new prospective clients, quickly and easily, through text and email.
Features:
- Invite New Clients
- Quickly send texts or emails to prospective clients through the app!
- Search for companies to get back slick charts and company performance!
- Trade Equities and Mutual Funds
Stay Protected
- Safe and secure account login including Touch ID and Face ID functionality.
- Apple App Store
- 免費版
- 金融
商店排名
- -
BCP Agent VS. 
SA Pro Access1月 8, 2025