Agent Sunstate Invest

By BCP ADVISORS,LLC on AppTrack Ninja.

Connect with your clients

Discover our Agent App and simplify wealth management. Quickly access to 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 support.

Categories: Finance

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