We have recently introduced a slimmed down version of our reporting on the iPhone and iPad - the first UK wealth manager to offer such a service. Professional advisers and clients now have the opportunity to see up to date portfolio valuations and asset allocation across all of your accounts in a new App for the iPhone and iPad. We have harnessed some of the award winning features of our reporting to bring you a slimmed down but fully functional App. App Features - Summary of all portfolios at consolidated level
- Headline values of portfolios
- Sector Analysis and bar chart
- Portfolio valuation
- Drill down at asset level to see transaction details
- Full capital cash history
- Full income cash history
- Direct link to Berry website
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