Professional advisers and clients of Bordier (UK) now have the opportunity to see up to date portfolio valuations and asset allocation across all their accounts in a new App for the iPhone and iPad. Bordier (UK) have harnessed some of the award winning features of their reporting to bring you a slimmed down but fully functional App.
Features:
* Summary of all portfolios at consolidated level
* Headline values of portfolios
* Sector Analysis and bar chart
* Portfolio valuation
* Drill down at asset level to see transaction details
* Full capital cash history
* Full income cash history
* Direct link to Bordier (UK) website