in touch Bordier & Cie

By Bordier & Cie on AppTrack Ninja.

b in touch is an application that provides an overview of the portfolio(s) comprising your assets, as well as the documents produced by Bordier & Cie for your benefit. The main features include: - Home page: summary of key information and access to your most recent documents - Portfolio(s): displays key figures, performance with multiple levels of historical views, and breakdowns by asset class and currency. Provides detailed positions, transaction lists, and access to transaction notices. - Documents: all correspondence sent to you (notices, wealth and tax estimates, letters, etc.) is availa…

Categories: Finance

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