Envision Financial Systems Congratulates CFS

Envision Financial Systems, Inc., a leading provider of real-time mutual fund shareholder recordkeeping technology congratulates CUSO Financial Services, LP (CFS) and Sorrento Pacific Financial, LLC (SPF) for winning a Tech Innovation Award at the Bank Insurance & Securities Association Annual Conference. The sister companies, subsidiaries of Atria Wealth Solutions, were recognized for fundVISION™, an innovative, consolidated platform for mutual funds powered by Envision's FundKeeper technology.

April 12, 2018

Atria Wealth Solutions, Inc. (“Atria”) is not a registered investment adviser (“RIA”) or broker-dealer and does not provide investment advice. Investment products, services, and advice are only provided through Atria broker-dealer and RIA subsidiaries.

Cadaret, Grant & Co., Inc. (“Cadaret Grant”), CUSO Financial Services, LP (“CFS”), Grove Point Investments, LLC (“Grove Point”), NEXT Financial Group, Inc. (“NEXT”), SCF Securities, Inc. (“SCF”), Sorrento Pacific Financial, LLC (“SPF”), and Western International Securities, Inc. (“WIS”) are each registered broker-dealers (Members FINRA/SIPC). Cadaret Grant; CFS; Grove Point Advisors, LLC; NEXT; SCF Investment Advisors, Inc.; SPF; and WIS are each SEC registered investment advisers.

Cadaret Grant; CFS; Grove Point; Grove Point Financial, LLC; NEXT; SCF; SCF Investment Advisors, Inc.; SPF; and WIS are indirect wholly owned subsidiaries of Atria.

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