Creating Technologies that Make Your Investment Advisor More Successful

As a full service broker dealer, CFS has established itself as the technology leader in our industry. We provide a proven model with workflow systems, real expertise and answers to help your advisor be more successful. We provide tremendous technology tools to meet business objectives and keep your advisor efficient, flexible, knowledgeable and compliant. Every tool is designed to supplement the advisor's expertise so they can do more for you and your money.

At the heart of our system is dataVISION®, our fully electronic, web-based account management system that simplifies administration, communications, sales, and reporting functions. This proprietary technology was designed to help your advisor efficiently and electronically manage all aspects of your account.

CFS also makes available through credit unions the following products to help you educate yourself, access your investment information, and track your success. Ask your advisor for more information on the tools your credit union offers.

My Portfolio View® - Online Integrated Account Information

This online resource is used by credit unions to integrate client investment information into the credit union's online banking platform. You are able to see your full investment portfolio via the same home banking website you typically use for online account review and bill pay. See the same up-to-date information your advisor sees, and know the status of your investments at any time of the day or night.

Financial Management Center - Online Planning and Assessment Tool

When this self-guided planning tool is integrated into your credit union's Website, it helps you to plan and assess your financial readiness by developing a "snapshot" of where you stand in relation to your investment objectives. Modules included are: Retirement, College Savings, Inheritance, Changing Jobs, IRA Options and, for the new investor, Start Investing.

Wealth Reporting - Online Performance Reporting

This technology consolidates member account data from hundreds of disparate sources - proprietary, banking, brokerage, insurance, retirement, and others - to provide your advisor with an accurate and more complete view of your holdings. It increases efficiency for your advisor and helps upgrade the service you receive.

MoneyGuidePro - Online Integrated Financial Planning

This planning software and needs analysis tool helps your advisor create and track a customized investment plan for you. As a goal-based application, MoneyGuidePro helps keep you on track in pursuit of your investment goals.

eVISION® - Online Discount Trading

If you prefer to manage a portion of your own portfolio, our online trading platform allows you to obtain and make changes to investment portfolio information. Use eVISION to quickly review your investments, account details, and execute buy or sell transactions. See our eVISION page for details.

With advanced, integrated and efficient technology systems like these, CFS ensures our advisors, and clients like you, have access to the best technology in the industry. When you work with a CFS financial advisor, you know they are backed by the very best.

eVISION® is a registered trademark of CFS. Extreme market volatility and trade volume may affect system access and execution. Complete pricing schedule available online.


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.