Pembroke & Co.

The Pembroke app gives Pembroke & Co. clients secure, on-the-go access to their engagement: dashboards, reports, and resources, designed for your phone. DASHBOARD • See a live snapshot of your account with clear category and subcategory breakdowns • Compare your network's activity with others, by category and subcategory • Track recent report activity at a glance • Data updates in real time, with no refresh needed REPORTS • Browse every report shared with you, newest first • Search by keyword and filter by location, category, subcategory, and period of time • Open, review, and share reports directly from your phone RESOURCES • Access the firm's library of policies, procedures, and templates • Download documents or share them with your team IMPORTANT: This app is exclusively for clients of Pembroke & Co. An account provisioned by the firm is required to sign in; there is no in-app…