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BRI Wealth Management Mobile allows you to view your BRI Wealth Management account online
BRI Wealth Management Mobile
by Third Financial Software Ltd
What is it about?
BRI Wealth Management Mobile allows you to view your BRI Wealth Management account online.
App Screenshots
App Store Description
BRI Wealth Management Mobile allows you to view your BRI Wealth Management account online.
If you are a client, BRI Wealth Management Mobile allows you to access information on your portfolios. If you are an investment manager or financial advisor, you can access your client’s details and portfolio information to present to your clients as and when you need.
Key Features
• Client information for IMs / IFAs
• Portfolio summary information
• Valuations
• Portfolio holdings
• Cash transaction listings
• Trade transactions
• Performance data for your portfolio
• Offline mode to access any data you viewed in your last session if an internet connection is no longer available.
Disclaimer:
AppAdvice does not own this application and only provides images and links contained in the iTunes Search API, to help our users find the best apps to download. If you are the developer of this app and would like your information removed, please send a request to takedown@appadvice.com and your information will be removed.
AppAdvice does not own this application and only provides images and links contained in the iTunes Search API, to help our users find the best apps to download. If you are the developer of this app and would like your information removed, please send a request to takedown@appadvice.com and your information will be removed.
