BCP Agent vs Becon IM

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.

BECON Investment Management is an exclusive independent third-party distributor focused on the US Offshore and Latin American markets. We represent a handful of the world’s leading investment managers. Our boutique representation approach allows us to offer advisors different perspectives and capabilities which creates the conditions for a deeper relationship. Working with a firm with local presence that can provide you multiple best in class solutions for your client’s portfolios will simplify your relationships with the myriad of providers seeking your attention. • Complete portfolio analysis by professionals. • Regular investment updates via email, conference calls, and webinars. • Regular in office visits to ensure you have the latest perspectives and industry trends. • Global due diligence events and investment forums in which you will hear directly from Portfolio Managers entrusted with your client’s assets. • Regular road show events in your country with the investment managers we represent. • Our commitment to partner with you and provide the most exceptional service in the industry.