Brasada Capital 4+

Brasada Capital Management

Designed for iPad

    • Free

Screenshots

Description

Brasada Capital Management is an investment management firm based in Houston, Texas. The Brasada Mobile App allows clients to access account information using their mobile devices from anywhere at any time. Our mobile app puts the power of the Brasada Client Portal directly in your hands by allowing you to view balances, holdings, and performance information from your smart phone.

What’s New

Version 5.14.0

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

App Privacy

The developer, Brasada Capital Management, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Linked to You

The following data may be collected and linked to your identity:

  • Usage Data

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Identifiers
  • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

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