i know percent
-26%
$1.07
$0.79
Description
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.
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.
What's new (v5.3.12)
We regularly update this application to provide you with the best possible digital experience.
This update is mandatory to support new security certificates.
This update is mandatory to support new security certificates.
