Atomos Mobile vs Brooks Macdonald

It’s now even easier stay connected with your investments. • Access up-to-date information about your portfolio whenever and wherever you are. • Find all your key documents in one place. • Revisit your holdings at a particular date or period in time. • Stay up to date with the latest commentary from our investment team and helpful articles. • A new dedicated support team for any problems or questions you have about getting online. This is just the start. Our innovation teams are working on a range of additional features to provide you with an even better digital experience to help you feel more connected to your money.

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.