Viewpoint Private Wealth

Viewpoint Private Wealth gives clients of Viewpoint Investment Partners secure, on-the-go access to their investment portfolios.

Portfolio Overview

View your total portfolio value, cash balances, net investment return, and performance across multiple time periods. Track portfolio growth with an interactive chart showing your wealth trajectory over time.

Accounts

See all accounts in your household with individual market values and currencies. Tap into any account for detailed performance, holdings, and activity specific to that account.

Holdings

Review your complete asset allocation with a visual breakdown by asset class. Filter by individual account to see account-specific holdings with accurate market values and portfolio weights.

Activity

Browse your full transaction history with filters by time period, account, and transaction type. Easily track contributions, withdrawals, dividends, and trades.

Insights

Stay informed with articles from the Desk of our CIO, Scott Smith, CFA. Receive notifications when new investment commentary is published.

Documents

Access your investor reports — quarterly statements, tax documents, and regulatory filings — directly in the app. View PDFs inline or share them to other apps.

Security

Industry-standard authentication powered by Auth0. Your data is encrypted in transit and credentials are stored securely on your device.

This app is available exclusively to clients of Viewpoint Investment Partners. Contact your portfolio manager for access.