Screenshots

Description

View and monitor your investment portfolios at any time via our app.

• Monitor portfolio performance
• Review account activity and transactions
• Analyse your investments
• Read documents and notifications
• 24/7 access

For existing Close Brothers Asset Management clients only. To find out more about becoming a client, visit www.closebrothersam.com.

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We are one of the UK’s largest and longest-established providers of financial advice and investment management. In the complex world of money and investing, we provide clarity and clear direction.

Professionals, business owners, individuals and families rely on our high-quality financial advice and investment services to preserve and grow their long-term savings and investments.

Financial advisers, trustees, consultants and charities trust our proven multi-asset investment management expertise to manage funds on their behalf.

Investments can fall as well as rise so you could get back less than you invest.

Ratings and Reviews

3.0 out of 5
7 Ratings

7 Ratings

Eobbo1963 ,

Why the 2nd Check

Great idea to provide easier access to info on your pension fund, and enabling fingerprint recognition is excellent, but then why do you require the memorable work to be entered?

My bank are happy with just a fingerprint, surely it should be good enough for an app like this?

Developer Response ,

Thanks for your feedback. We really value hearing your thoughts and your suggestion has been passed on to our product development team for their consideration. Should you wish to discuss this in any more detail, please get in touch with our Investor Support Team at investorsupport@closebrothers.com.

nickmoss59 ,

Review of app

Using it for a few days now . Just a couple of points . My portfolio is USD base but in the investment list each individual stock has £ sign in front of market value although actual figure is a USD mv.

Secondly there is an option of seeing performance over 30 days or one year. However the current mv figure is different on each option - maybe one of them is updating in real time ?

Also as well as 30days / 1 year could you add YTD performance as well?

Otherwise really good addition to reporting tools. Thanks.

Bazzaparsons ,

Welcome

This is a welcome additional tool for managing our account.
Information is limited, but for a first release it is very good.

App Privacy

The developer, Close Brothers Asset Management, has not provided details about its privacy practices and handling of data to Apple. For more information, see the developer’s privacy policy.

No Details Provided

The developer will be required to provide privacy details when they submit their next app update.

Supports

  • Family Sharing

    Up to six family members will be able to use this app with Family Sharing enabled.

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