Cardinal Point

The Cardinal Point app offers a user-friendly platform that allows clients to stay informed with timely content on market trends and financial planning topics.

Cardinal Point app Features for Clients:

View Cardinal Point newsfeed.

Attend scheduled Zoom calls with your team.

Communicate directly with your team via Direct Messenger.

Gain insights into the market and various financial planning topics curated by Cardinal Point.

View Cardinal Point Blog Posts, Newsletters and Podcasts with a single click.

Receive alerts for upcoming review meetings, outstanding tasks and other scheduled events with your team.

Invite your family and friends to gain knowledge from professionals you trust.