CEO
The new Running Point app is fantastic. All of my investments are in one easy to find area with drill downs on each section.
Thank you Running Point for helping to make my life easier!
Thank you Running Point for helping to make my life easier!
Accessible & Intuitive
Really like the app, ease of access to all my investments and important documents wherever I am.
Running Point Capital Mobile App
The Running Point Capital Mobile App allows me to have convenient, 24 hour access to my investment portfolio. It’s easy to use and provides up to date and secure information on my personal accounts, along with relevant messages from Running Point’s financial team. It’s a godsend!
Excellent
Terrific firm and excellent app for tracking ports and docs
Running Point Capital Mobile
Very good mobile app and easy to use. Has the ability to aggregate all investments and provide excellent performance reporting on a consolidated basis, individual account level or security level. I also am able to keep all of my key financial and tax documents within the RP Vault and have 24/7 access wherever I go. Just a great tool to manage our family finances.
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Easy to navigate
Easy to navigate investment portfolio app with well defined menus as well as colourful and informative reports.
Different tabs provide access to individual investment holdings, aggregated asset classes, desired documents, and Running Point Capital Advisors’ contact information.
Different tabs provide access to individual investment holdings, aggregated asset classes, desired documents, and Running Point Capital Advisors’ contact information.
