About this app
Securely view Brooks Macdonald portfolios on your mobile device. The app brings the InvestBM experience to mobile, giving clients, Independent Financial Advisers and paraplanners secure, convenient access to Brooks Macdonald portfolios anytime, anywhere. Designed as a streamlined companion to the InvestBM portal, the app provides a clear, mobile‑friendly view of portfolio information to support informed conversations and day‑to‑day oversight. Log in quickly and securely using Face ID or fingerprint recognition, and explore key information with ease: •View total market value •See asset allocation and diversification at a glance •Track performance over time with clear, interactive charts •Access key documents such as tax packs, valuations, and contract notes •Explore detailed holdings and transactions line by line •Switch to dark mode for comfortable, low‑light viewing This is a view‑only app. To get started, ensure you are registered on the InvestBM portal.
Latest release
What’s New
Improvements to the log out experience, with a clearly labelled log out button added to the menu. Please note - on some devices you may need to scroll down on the menu page to locate it.
Audience growth
Ratings growth
Baseline captured. Growth appears after the crawler observes a changed rating count.
Momentum comes from crawler snapshots for the tracked storefront. “Viral growth signal” means unusually fast recent rating gains; it is an indicator, not download data.
Price tracking
Price intelligence
First snapshot captured. The trend line starts after the next crawler price observation.
- First observed Sep 2, 2026 · 1:20 PM Free
Screenshots
