Brooks Macdonald
Finance
Free · Designed for iPad. Not verified for macOS.
Securely view Brooks Macdonald portfolios on your mobile device.
The app brings the InvestBM experience to mobile, giving clients, Independent Financial Advisers and paraplanners secure, convenient access to Brooks Macdonald portfolios anytime, anywhere.
Designed as a streamlined companion to the InvestBM portal, the app provides a clear, mobile‑friendly view of portfolio information to support informed conversations and day‑to‑day oversight.
Log in quickly and securely using Face ID or fingerprint recognition, and explore key information with ease:
•View total market value
•See asset allocation and diversification at a glance
•Track performance over time with clear, interactive charts
•Access key documents such as tax packs, valuations, and contract notes
•Explore detailed holdings and transactions line by line
•Switch to dark mode for comfortable, low‑light viewing
This is a view‑only app. To get started, ensure you are registered on the InvestBM portal.
Ratings & Reviews
- This app hasn’t received enough ratings or reviews to display an overview.
Improvements to the log out experience, with a clearly labelled log out button added to the menu. Please note - on some devices you may need to scroll down on the menu page to locate it.
The developer, Brooks MacDonald Group, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Not Collected
The developer does not collect any data from this app.
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- BROOKS MACDONALD GROUP PLC
- Size
- 71.9 MB
- Category
- Finance
- Compatibility
Requires iOS 13.0 or later.
- iPhone
Requires iOS 13.0 or later. - iPad
Requires iPadOS 13.0 or later. - iPod touch
Requires iOS 13.0 or later. - Mac
Requires macOS 11.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © 2025 Brooks Macdonald