This is the new application that allows Brown Shipley’s clients to access their portfolios.
Thanks to a secure but simple access, the application provides clients with the following features:
- An overview of the evolution of assets and transactions
- A detailed analysis and consolidated view of portfolios
- Contact to their relationship manager(s) via secure messaging
- View and print options for on-line documents
- Access to a range of relevant information for clients
If you are a Brown Shipley client and would like access the Brown Shipley application, please download the app and contact your Relationship Manager to arrange access.