in touch Bordier & Cie

in touch Bordier & Cie

0.0 143.69MB 0 免费
版本 5.3.5 更新 2025-09-20 开发者 Bordier & Cie
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 available with up 2 years of history, with the option to filter by document type.
- For private clients as defined by FINSA, who hold a global advisory mandate, access to PTSS history is provided. 
- Secure messaging: securely communicate with your relationship manager, their deputy, or your portfolio manager.
分类: 财务(50866) 版本: 5.3.5 BundleId: com.lombardodier.bord.ios 开发者: Bordier & Cie 最近更新: 2025-09-20