BCP Agent vs Max Capital

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.

Max Capital is your financial partner for investing in a smart, secure, and efficient way. Our app combines professional tools with the latest AI technology to provide a cutting-edge and seamless investment experience. Featured Tool: Max Capital AI Assistant Meet your new smart co-pilot designed to simplify your daily management. Now you can chat with your app to: • Check your portfolio: Monitor your assets' performance and evolution in real-time just by asking. • Instant insights: Review coupons, dividends, and transaction history clearly and quickly. • Specialized support: Get instant answers about platform features, usage, and fees directly from the AI. • Operational guidance: The assistant guides you with direct links so you can access your trades immediately. • Streamlined contact: If you need to speak with your advisor, the AI generates an automatic summary of your inquiry to speed up assistance via WhatsApp. Main Features: • Consolidated view: Manage your portfolio valued in multiple currencies and categorized by asset type. • Dólar MEP: Trade easily with live quotes and total transparency. • Professional execution: Trade stocks, bonds, CEDEARs, and mutual funds quickly and securely. • Expert analysis: Access market reports to make informed investment decisions. • Personalized advice: Direct contact with our team to resolve your inquiries at any time. Max Capital. Personalized investments.