BCP Agent

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.