MyPortfolioView™ Free Get

MyPortfolioView™

CUSO Financial Services L.P.

1.0.4 for iPhone, iPad

Free

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.

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