Brooks Macdonald

By Brooks MacDonald Group on AppTrack Ninja.

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 allocat…

Categories: Finance

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