R C Brown Adviser 4+

Name: R C Brown Adviser
Author: RC Brown

RC Brown

Разработано для iPad

- Бесплатно

Описание

R C Brown Adviser gives you access to the power of your RC Brown Investment Management portal whilst on the move, enabling you to view your client information, access daily valuations, keep track of correspondence, and share documents securely.

View your clients and their portfolio information:
• Get ready for your meetings with access to your client portfolios and other information
• Respond quickly to client queries

Communicate securely with RC Brown Investment Management:
• Send and receive secure messages and get push notifications
• Access your clients’ quarterly investment reports

The R C Brown Adviser app is available to existing Adviser portal operators of RC Brown Investment Management.

10 июн. 2023 г.

Версия 2.0

Biometric logins and in-app scanning functionality have been added.

Разработчик RC Brown указал, что в соответствии с политикой конфиденциальности приложения данные могут обрабатываться так, как описано ниже. Подробные сведения доступны в политике конфиденциальности разработчика.