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
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.
| 序号 | 名称 | 价格 | 货币 | 地区 |
|---|---|---|---|---|
| 1 | 项目 | ¥ 0 | CNY | 中国 |
