Introducing the new Casterbridge mobile app for clients and financial advisers.
Clients and financial advisers can now view Casterbridge Discretionary portfolios held at Third Financial in the new Casterbridge mobile app, available to download free from the App Store and Google Play. It’s all part of our commitment to making things easier and more convenient for advisers and our investors.
What does the new mobile app do?
Our clients will be able to see all their Casterbridge accounts and portfolios in one place on the move. The app shows you portfolio performance, current holdings and you can also view and download quarterly valuation reports.
Financial advisers with Casterbridge clients will be able to see all their clients’ Casterbridge Discretionary portfolios in one place, and be able to view each client’s portfolio details individually.
Our new mobile app is a great way for clients and financial advisers to stay up to date with their investment portfolios whilst on the move
Get started in minutes
Simply search for Casterbridge in the Apple App Store or Google Play, alternatively download via the links below. After you’ve downloaded the app, log in with the same details you use for our client portal. You will then be asked to set up two-factor authentication.
Nothing else is changing. Our online portal is active, and you will continue to receive regular reporting as before. Our app just gives you a convenient and mobile way to check up on your portfolios whenever you want to.
Any questions?
If you have any questions, please contact the Client Services Team on 01722 466110 or by following the link below.
Important Information
This article is for information only and does not constitute advice or recommendation and you should not make any investment decisions based on it. The views and opinions of this article are those of Casterbridge at the time of writing and may change without notice. Any opinions should not be viewed as indicating any guarantee of return from investments managed by Casterbridge nor as advice of any nature. It is important to remember that past performance and the value of an investment, and any income from it, may go down as well as up and the investor may not get back the original amount invested.