Poor performance
Has major issues viewing reports in the app.
Latest update caused the app not to open at all
Latest update caused the app not to open at all
Free
About
Access your investment portfolio information on the go. View market value, net contributions, and rate of return. Track transactions, access reports, and connect with your financial team.
✓Portfolio dashboard with key metrics
✓Detailed account information and holdings
✓Transaction tracking with filters
✓Access to quarterly and annual reports
✓Direct contact with financial team
✓Available in English and French
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What's New in Burgundy
2.3.2
July 23, 2025
Bug fixes
User reviews
FAQ
What is Burgundy?
Burgundy is a registered trademark and the developer of this mobile application. The app provides access to your portfolio information, investment reports, and allows you to connect with your Burgundy Team.
Is Burgundy free to use?
Yes, the Burgundy Portal app is available for free download and use. It is designed exclusively for Burgundy clients and affiliates.
What kind of financial information can I see in Burgundy?
You can view your market value, net contributions, rate of return, detailed account information including asset allocation and holdings, and track your transactions.
Can I access my investment reports through Burgundy?
Yes, you can access your quarterly and annual reports, as well as additional Fund Fact Sheets for Burgundy's portfolios directly within the app.
How can I contact my financial team using Burgundy?
The 'Contact Us' tab allows you to easily connect with your Burgundy Team to submit trade instructions, meeting requests, or other inquiries.
What devices is Burgundy compatible with?
Burgundy is available for iPhone, iPad, and iPod. It requires internet connectivity to function.
Does Burgundy have ads?
No, Burgundy does not contain advertisements. It is a dedicated financial management tool for Burgundy clients.
What languages does Burgundy support?
The Burgundy Portal app is currently available in English and French, catering to a broader user base.
