Schedule A Demo of Our Signature Technologies to Serve Remote Clients
As a "Signature Service" of CFS and SPF, we provide a consolidated view of all securities, insurance, and fee-based managed accounts for your clients through MyPortfolioView ("MPV")
*MPV is a mobile app for both iOS and Android
*MPV can be co-branded with your financial institution name
*Client access is available 24/7
*Clients can view positions, valuations, intraday (real-time) activity, wealth reports, history and balances
As a broker-dealer for financial institutions, we help investment programs break records. Our MyPortfolioView app is one of the many ways we help you serve your clients.
Learn How To Break Records Today
With our demo learn to efficiently use our single sign-on feature to streamline the viewing process. See how MPV integrates with Pershing, MoneyGuidePro, Albridge, Laser App, and DocuSign to work with your clients and prospects remotely. MPV has extensive reporting capabilities, and our demo will teach you how to navigate the reports to help manage your book of business.
