Comprehensive Back Office Support Aids
Your Advisor

CFS simplifies your advisor's job by managing the administrative functions for them. Through the combination of our sophisticated online account management platform, dataVISIONĀ®, and our experienced team of back office staff, we have the resources necessary to help your advisor be efficient and effective. We provide back office support through the following:

Research

CFS and its advisors have access to the leading research and portfolio management tools, including Morningstar, S & P, and Albridge.

Training

CFS provides your advisor with virtual and in-person training on the latest industry developments, available products, and technology enhancements to help them provide investment recommendations that are appropriate for your situation.

Compliance

CFS compliance staff help your advisor navigate the increasingly complex regulatory environment. We work closely with your advisor to provide oversight, guidance, and solutions so he or she can run a compliant practice.

Marketing

CFS is your advisor's marketing team. From newsletter and marketing materials, to complete instructional workshops, we help your advisor provide you with the timely educational resources you desire.

We maintain a ratio of approximately five advisors for each CFS back office staff member so your advisor is fully supported. With CFS, your advisor has more time to spend with you and your investments, while we focus on managing the important back office functions.


Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ('CFS'), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Credit Unions contract with CFS to make non-deposit investment products and services available to their credit union members.