BCP Agent 对比 SA Pro Access 的使用情况和统计数据

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 应用商店
  • 免费
  • 金融

商店排名

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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 应用商店
  • 免费
  • 金融

商店排名

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BCP Agent与SA Pro Access排名比较

对比 BCP Agent 与 SA Pro Access 在过去 28 天内的排名趋势

排名

没有可用的数据

BCP Agent 对比 SA Pro Access 的排名,按国家/地区比较

对比 BCP Agent 与 SA Pro Access 在过去 28 天内的排名趋势

无数据可显示

通过免费试用版比较任何网站

开始使用
BCP Agent VS.
SA Pro Access

一月 8, 2025