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.
Swapped out deactivate for disassociate.
Fixed an issue where accounts with multiple contacts that share a name are grouped by name even if/when those contacts have different ID’s.
Fixed an issue to allow the user to view available historical account information.
Fixed an issue with where the user will no longer have to reinstall the app.
Ratings and Reviews
Horrible for the eyes
There needs to be some contrast in colors! I had to invert the color scheme just to be able to read the login info. It took me a minute to realize it was’t just a white background. Please update this so I can review appropriately.
Very decent for V1 app
Very powerful and useful application that's easy to install/configure/use for something with such a high level of security built in. Looking forward to the next release where I can browse Past Positions.
With Family Sharing set up, up to six family members can use this app.