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.
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