Brown Brothers Harriman has launched BBH.com Online, an Internet-based account aggregation platform coupled with personalised wealth management advisory services.
Created by BBH's private client group in conjunction with North Carolina's Adhesion Technologies, Online Account Access is designed to improve a client's ability to view their accounts online and engage in collaborative wealth planning with their portfolio manager. The package offers secure access to detailed account information, BBH equity strategy and foreign exchange research, and portfolio analysis and advice.
The systems uses Adhesion's EA(2) (Enhanced Account Aggregation) software and Advisor Platform, to provide consolidated account information and collaborative interaction with account managers.
Charles Izard, managing director of BBH's private client group, says: "Adhesion Technologies has given us an effective means of delivering accurate financial data to facilitate meaningful collaboration between the BBH client and their portfolio manager."