List of user reviews and ratings for Running Point Capital
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Total ratings
5.00 (Rating count: 8)
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User Reviews
Recent rating average: 5.00
All time rating average: 5.00
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| Date | Author | Rating | Comment |
|---|---|---|---|
| 2020-12-17 | De***** | 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! | |
| 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! | |||
| 2020-12-02 | Da***** | Really like the app, ease of access to all my investments and important documents wherever I am. | |
| Really like the app, ease of access to all my investments and important documents wherever I am. | |||
| 2020-11-08 | 10***** | Terrific firm and excellent app for tracking ports and docs | |
| Terrific firm and excellent app for tracking ports and docs | |||
| 2020-11-08 | MM***** | 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. | |
| 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. | |||
| 2020-11-08 | rb***** | 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. | |
| 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. | |||
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