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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
R C Brown Adviser
by RC Brown
What is it about?
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.
App Store Description
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.
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.
