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BCM Web App

The BCM Web App is a "live" portal that gives you a view of your overall Wealth Management picture based on data that is entered into our database. 

What's the best use for the BCM Web App

For right now, we're still limiting Web App use to a few things that are critical to the operation of your wealth management plan; 

  • Access to real time wealth management reports such as Cash Flow, Balance Sheet, and Investment Allocation reports
  • Vision into the components of your investment program including the asset allocation and related items
 
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