BRI Wealth Management Mobile

BRI Wealth Management Mobile allows you to view your BRI Wealth Management account online.

If you are a client, BRI Wealth Management Mobile allows you to access information on your portfolios. If you are an investment manager or financial advisor, you can access your client’s details and portfolio information to present to your clients as and when you need.

Key Features

• Client information for IMs / IFAs
• Portfolio summary information
• Valuations
• Portfolio holdings
• Cash transaction listings
• Trade transactions
• Performance data for your portfolio
• Offline mode to access any data you viewed in your last session if an internet connection is no longer available.