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: [email protected]