Bowmore

Third Financial

About this app

We’ve made it easy for Bowmore Asset Management clients to view their portfolio. This app will allow access to your accounts managed by Bowmore, and underlying account information.

Key features include:

• The app is refreshed daily, so your portfolio value will be up to date
• Track each of your accounts performance
• Access your quarterly portfolio valuation reports
• View the underlying holdings within your portfolio and their individual performance
• Easily access your tax documents via the portal library
• View all transactions on your account, including trading, fees, dividends and interest

We’re continually developing the app, so if you had any feedback or thoughts for improvement – we’d be delighted to receive your feedback here:
[e-mail]

What’s new

Initial App Release