Close Brothers 4+
Keep track of your investments
Close Brothers Asset Management
Designed for iPad
-
- Free
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
Disappointing with clunky authentication
We’ve just switched to CB and the app feels like we’re going back in time. Biometric authentication should make it easy logging in but the username and password aren’t automatically populated; biometric login (which should fix this) stops working without any reason and the only way to get it working is to reinstall; and either way, you need to enter 3 characters from the memorable phrase. Why? Every other institution is happy with biometrics solely for access so please fix it. If I’d realised how bad the tech is we would have honestly thought twice about switching.
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.
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.
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.
Information
- Provider
- CLOSE ASSET MANAGEMENT LIMITED
- Size
- 33.3 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 10.0 or later.
- iPad
- Requires iPadOS 10.0 or later.
- iPod touch
- Requires iOS 10.0 or later.
- Mac
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © Close Brothers Group plc 2020. All rights reserved.
- Price
- Free