0
0 Ratings
Update Date
2017-03-15
Size
46.5 MB
Screenshots for iPhone
iPhone
More Screenshots for
iPad
MyPortfolioView™ Description
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.
More Information
- Price:
- Free
- Version:
- 1.0.4
- Size:
- 46.5 MB
- Genre:
- Productivity
- Update Date:
- 2017-03-15
- Developer:
- CUSO Financial Services L.P.
- Language:
-
English
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