The Technology Leader: Creating Technologies that Make Investment Advisor and Programs More Successful

CFS has established itself as the technology leader focused on serving financial institutions. We provide a proven model with workflow systems, real expertise and answers to help take credit union investment programs to new levels of success. We deliver the right technology tools to create a paperless office that meets compliance requirements and business objectives.

By working with CFS, credit unions get the service, education and attention they deserve.Our streamlined systems and processes support the changing industry landscape. Every tool is designed with efficiency and flexibility at its core to augment the advisors and ensure they can squeeze every bit of productivity from their efforts.

dataVISION®: The Foundation

The foundation for our technology systems, and the framework for your success, is dataVISION®, our fully electronic, web-based account management system that simplifies administration, communications, sales, and reporting functions. This proprietary technology was designed from the outset to efficiently handle the "front and back end" administration, organization, and management of accounts - all electronically.

Additional Technology Modules

CFS also gives credit unions the ability to offer a full menu of investment services to both individual and business customers through additional technology modules that can be customized to match the look and feel of your credit union's website.

  • Customer enhancement module, My Portfolio View®, allows all client investment (brokerage and direct), advisory, and annuity business account information to be integrated into credit unions' home banking websites via single sign-on access.
  • Our electronic trading platform, eVISION®, allows customers to place their own stock, option and mutual fund transactions at a commission discount, plus provides access to rate quotes, investment research, news, market indices and more.
  • Using MoneyGuidePro and Albridge Wealth Reporting analysis and reporting tools, advisors can better assess member financial situations, report on progress, and develop plans to achieve stated goals.

With advanced, integrated and efficient systems like these, CFS ensures our customers have the best technology in the industry. Our tech expertise becomes your tech expertise. The effectiveness of our technology has changed the way advisors do business and the way credit unions look at their investment programs.

See how CFS technology can help advance your investment program to its next level of success and profitability. Contact us today.