My Bowmore vs Posterity

We’ve made it easy for Bowmore Asset Management clients to view their portfolio. This app will allow access to your accounts managed by Bowmore, and all of the underlying account information that is available via our web-based portal. Key features include: - The app is refreshed daily, so your portfolio value will be up to date - Track each of your accounts performance both graphically and numerically - Access your quarterly portfolio valuation reports - Send direct messages to your Investment Manager or Financial Adviser - Thinking of investing funds? Our interactive portfolio simulator allows you to visualise forecast future returns - View the underling holdings within your portfolio and their individual performance - Easily access your tax documents via the portal library - View all transactions on your account, including trading, fees, dividends and interest - Download the latest factsheet for your risk profile - Visualise your portfolio exposure by asset class, region and currency We’re continually developing the app, so if you had any feedback or thoughts for improvement – we’d be delighted to receive your feedback here: investments@bowmoream.com

Record your client meetings on the go with the Posterity app. Capture notes, facts and client objectives from in-person meetings. With our app, you can focus on providing exceptional advice without worrying about missing crucial information. Key Features: Record on the Go: Easily capture your client meetings using the Posterity app, whether you're in your office or out visiting in person. Never miss a detail again! Automatic Transcription: Your recorded meetings are securely synced to the Posterity platform, where our advanced AI technology accurately transcribes the conversations for your review. Smart Summarization: Posterity intelligently extracts and summarizes key notes, facts, and client objectives from your meetings, saving you valuable time and ensuring you stay organized. Secure and Compliant: We prioritize the security and privacy of your client data. Collaborative Platform: Access meeting notes across team members. Create Reports: Create suitability reports with a couple of clicks. Posterity empowers financial advisors to enhance their client relationships, streamline their workflow, and provide top-notch advice. By leveraging cutting-edge technology, Posterity eliminates the need for manual note-taking, allowing you to concentrate on what matters most – your clients.