We are pleased to introduce our new-look iOS application, designed to make it easier to access information about your investments with Bordier UK.
Both professional advisers and clients have the opportunity to see up to date portfolio valuations and asset allocation across all their accounts on an iPhone or iPad.
Where a portfolio has sufficient history, the Performance Tracker screen provides the ability to view performance against a relevant benchmark over time. Performance is shown over 1, 3 and 5 years (where applicable). It is also possible to view performance over different timeframes.
A document library can also be accessed that contains historic valuations and tax reports, as well as any other documents published published by Bordier UK.