MyPortfolioView™

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.