MyPortfolioView™ app for iPhone and iPad
4.2 (
1072 ratings )
Productivity
Finance
Developer: CUSO Financial Services L.P.
Free
Current version: 1.0.4, last update: 7 years agoFirst release : 04 Sep 2016
App size: 46.51 Mb
MyPortfolioView™ is the latest mobile app launch from CUSO Financial Services (CFS) and Sorrento Pacific Financial (SPF) for their investment programs, advisors, and end-user clients. MyPortfolioView™ allows clients to view their CFS/SPF investment accounts and communicate with their advisor. It includes several helpful features to manage investments on-the-go including account-depth details, one-to-one instant messaging with the advisor, and the ability to send pictures of important documents easily and securely from a mobile device.