MyPortfolioView™ MyPortfolioView™ Free Get
MyPortfolioView™

MyPortfolioView™

CUSO Financial Services L.P.

1.0.4 for iPhone, iPad
Free
0

0 Ratings

Release 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
Release Date:
2017-03-15
Language:
English
More
You May Also Like