In today's rapidly evolving industry, clients seek simplicity, transparency, and efficiency in their financial services.
Elevate your financial institution’s offshore offer with our 360º Solution
Flexible Access to the Same Solution: Via APP or Via API
Learn More About
Picture your new 360º digital solution up and running in no time!
Your own:
Your passport to the future
Ease the burden on your business
BCP Global streamlines your entire business, from compliance and operations to rebalancing and customer service.
Our digital solution enhances productivity, reduces costs, and provides a personalized, word-class experience for clients and advisors.
Partnership models
We seamlessly link Latin American financial institutions of all sizes to global financial markets.
Interested in finding the best partnership for your needs?
FOR MANAGEMENT
Client management tools
Discover our customizable web backend
The backend is designed for effective and secure client management
- Client management
- Portfolio management
- Security managemet
- Trading and allocation engine module
- Support Module
- Reporting Module
- Compliance Module
- Monitoring and Alert Panel
FOR THE FINANCIAL ADVISORS
Explore our Agent App
Stay in control of your relationships effortlessly.
Manage your clients with a simple click, optimizing your workflow for great efficiency.
- Instant access to key data: Total assets and open accounts, portfolio breakdown
- Client details: In-depth info and direct contact via email or WhatsApp
- Real-time alerts for: Onboardings, openings, deposits, withdrawals, changes, and birthday reminders
- Manage the account and request support.
- Effortless access to: Funding information, statements, transactions, portfolio performance
FOR THE END-CLIENTS
Your Client Manages Everything through ONE APP
- Open multiple investment accounts entirely online
- Navigate and monitor the accounts
- View portfolio composition
- Access instrument factsheets
- See historical performance by month, quarter, year, and since inception
- Check account activity
- Access account statements
- Transfer and withdraw funds
- View funding instructions
- Switch portfolios
- Request online assistance
-
Customize account settings:
- Edit account alias
- Enable/disable notifications
- Check the message inbox
- Choose authentication methods: facial recognition, fingerprint
- Change language preferences
INDUSTRY EXPERTISE
Navigating U.S. regulations and aligning them with local requirements can be complex. BCP Global offers the specialized expertise you need, speaking your language and ensuring a seamless experience for Latin American clients.
- Proven track record in the fintech sector
- Deep local insight, global fintech expertise
- ISO 27001:2013 certified
- Advanced, Customizable and scalable solutions
- Commitment to innovation and excellence
- Dedicated team for your success
Empower your institution to provide clients with a simple and transparent all-in-one financial solution.
Join us in shaping the future of finance