IBSCA Online vs Brooks Macdonald

IBS Online in an app! This app provides a clear overview of the most important details of your portfolio(s) at a glance. Gain direct insight into your portfolio(s) and key financial data. - View detailed reports - Stay up to date with transactions in your portfolio - Access your documents, including reports, statements, contracts, and reviews - Keep track of publications - Monitor your returns - Log in securely and quickly with facial recognition or fingerprint authentication (if supported) Download the app now and stay informed about your financial information!

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.