Brooks Macdonald vs SubLens

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.

Losing track of subscriptions? You're not alone — the average person spends over 200 per month on recurring services without realizing it. SubLens helps you see the full picture. Track every subscription in one place. Whether it's streaming, cloud storage, fitness apps, or software — SubLens keeps you organized and in control of your recurring expenses. KEY FEATURES - Dashboard Overview — See your total monthly, yearly, and weekly costs at a glance. Upcoming renewals and category breakdowns keep you informed. - Smart Reminders — Get notified before any subscription renews. Choose 1 to 14 days advance notice per subscription, so you're never caught off guard. - Flexible Categories — 10 built-in categories plus unlimited custom ones. Organize subscriptions your way with custom icons and colors. - Detailed Analytics — Monthly spending trends, cost projections, category distribution, and payment method breakdowns. Understand your spending habits over time. - Budget Tracking — Set a monthly subscription budget and get warnings when you're approaching your limit. - Duplicate Finder — Spot duplicate subscriptions instantly and eliminate unnecessary spending. - Calendar Sync — Sync renewal dates to your device calendar. Never miss an important date. - Export Reports — Generate professional CSV and PDF reports with summaries and category breakdowns. Perfect for budgeting or tax preparation. - Home Screen Widgets — Check your costs and upcoming renewals without opening the app. Small, medium, and large widget sizes available. - Lock Screen Widgets — Quick cost glance right on your lock screen. - iCloud Sync — Keep your subscriptions in sync across all your Apple devices. Terms of Use By using this app, you agree to the Apple's standard End User License Agreement (EULA), available at: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/