Running Point Capital
Access portfolio and financial data securely
Running Point Capital Advisors, LLC
Description
Access portfolio and financial data securely. View investment performance, account balances, and transaction history. Receive real-time updates and manage access permissions through a centralized interface.
Running Point mobile phone application enables authorized Running Point Capital clients access portfolio and financial data in a simple, integrated and seamless interface. Requirements: You need to be a Running Point Capital client user that has been authorized for the phone application. If you would like to request access, please contact your Running Point Capital Advisor.