in touch Bordier & Cie

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.