Bordier UK vs Wealth Platform

We are pleased to introduce our new-look iOS application, designed to make it easier to access information about your investments with Bordier UK. Both professional advisers and clients have the opportunity to see up to date portfolio valuations and asset allocation across all their accounts on an iPhone or iPad. Where a portfolio has sufficient history, the Performance Tracker screen provides the ability to view performance against a relevant benchmark over time. Performance is shown over 1, 3 and 5 years (where applicable). It is also possible to view performance over different timeframes. A document library can also be accessed that contains historic valuations and tax reports, as well as any other documents published published by Bordier UK.

Whatever the time, wherever you are, Wealth Platform helps keep your finances on track. - Access to all your information instantly 24/7 - View a clear and concise financial summary - Securely message and share documents with your adviser - Analyse your investments - Top-up your Fusion Wealth ISAs and GIAs Wealth Platform is an extension of the relationship with your financial adviser. It gives you the power to master your money and maximise your financial future. To find out more about Wealth Platform, contact your financial adviser. Benchmark Capital Limited, Registered Office: Broadlands Business Campus, Langhurst Wood Road, Horsham, West Sussex, England, RH12 4QP. Registered in England and Wales No 09404621. When using the app, standard data charges may apply. Contact your network carrier for more information.