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As a Brook Family Partners customer, you can access our app, which offers a comprehensive overview of your investments, including both liquid and illiquid assets, across multiple custodians and investment advisors
Brook Family Partners
by Performativ ApS
What is it about?
As a Brook Family Partners customer, you can access our app, which offers a comprehensive overview of your investments, including both liquid and illiquid assets, across multiple custodians and investment advisors. The app provides a clear and concise view of your total assets and their performance.
App Store Description
As a Brook Family Partners customer, you can access our app, which offers a comprehensive overview of your investments, including both liquid and illiquid assets, across multiple custodians and investment advisors. The app provides a clear and concise view of your total assets and their performance.
You can track your overall return, asset allocation, and the monthly and yearly performance of your portfolio, along with other key metrics.
If you do not yet have access to the app, please reach out to your advisor.
Note: This offer is available exclusively to customers of Brook Family Partners.
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.
