# Brooks Macdonald

> Brooks Macdonald (iPhone/iPad app by BROOKS MACDONALD GROUP PLC.)

- Source: https://appshunter.io/ios/app/brooks-macdonald/id6748292220 (this page in markdown: same URL + `.md`)
- Developer: [BROOKS MACDONALD GROUP PLC](https://appshunter.io/developer/1490825073)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 13.0 · 69 MB
- Languages: English
- Released: 2025-08-07
- Data updated: 2026-05-14
- User reviews in markdown: https://appshunter.io/ios/app/brooks-macdonald/id6748292220/reviews.md

## What is Brooks Macdonald?

Securely view Brooks Macdonald portfolios on your mobile device.
 
The app brings the InvestBM experience to mobile, giving clients, Independent Financial Advisers and paraplanners secure, convenient access to Brooks Macdonald portfolios anytime, anywhere.
 
Designed as a streamlined companion to the InvestBM portal, the app provides a clear, mobile‑friendly view of portfolio information to support informed conversations and day‑to‑day oversight.
 
Log in quickly and securely using Face ID or fingerprint recognition, and explore key information with ease:
 
•View total market value
•See asset allocation and diversification at a glance
•Track performance over time with clear, interactive charts
•Access key documents such as tax packs, valuations, and contract notes
•Explore detailed holdings and transactions line by line
•Switch to dark mode for comfortable, low‑light viewing
 
This is a view‑only app. To get started, ensure you are registered on the InvestBM portal.


## Version history (last 5 releases)

### 1.2.2 — 2026-04-26

Improvements to the log out experience, with a clearly labelled log out button added to the menu. Please note - on some devices you may need to scroll down on the menu page to locate it.

### 1.2.1 — 2026-03-03

UI/UX changes and enhancements.

### 1.2.0 — 2026-02-21

•The app is now available for IFAs, with role‑appropriate access
•Updated layouts and usability improvements across the app
•New self‑service options to request support directly within the app
•Embedded help and FAQs

### 1.1.4 — 2026-02-03

Whitelisting enhancements

### 1.1.3 — 2025-09-20

This update brings a smoother experience with:
- Enhanced OTP screen for easier login
- Updated force update screen with a cleaner look

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-05-14.*