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Growth Technology Products  Expertise

Growth.

Committed to helping you grow your investment services offering.

We provide in-branch and web-based marketing campaigns and tools, mobile apps for investment clients and program marketing and development experts who can help customize a growth strategy that fits your circumstances.

Tools

  • Prospecting & engagement tools and content across all media formats
  • Electronic order entry & signature platform for timeliness and accuracy
  • Business planning templates and calculators for accurate forecasting
  • Financial planning, performance and portfolio analysis resources
  • Award-winning mobile and online applications
  • Paperless workflow with CRM, reporting and accounting all in one

People

  • Program development experts help build marketing campaigns & collateral
  • Compliance and supervision staff focused on best interest of client
  • Practice management team ensures your program employs best practices

Support

  • Fully-staffed back office dedicated to concierge-level service standards
  • “Big data” analysis to spot trends and opportunities for your program
  • Live and recorded training & learning/development programs

Technology.

Industry leaders focused
on serving financial institutions.

Work with us and get the technology, resources, service and attention you deserve. Every tool is designed to support the changing industry landscape with efficiency, flexibility and service at its core.

Remote Delivery Tools

  • Remote delivery resources for the entire investment business cycle
  • Mobile & online tools for engaging prospects and profiling
  • Mobile & online tools for financial planning, servicing and reporting
  • Less reliance on branch traffic
  • Full home banking integration: see investments alongside checking & savings
  • Service clients in person, on the phone, online, or via mobile device

Making Investing Easier for Clients

  • Sign & share documents using mobile device
  • Easy, on-the-go communication via online and mobile tools
  • Interactive financial planning and reporting tools
  • Self-service investing platform for the do-it-yourself client
  • Digital advice solutions

Making Financial Professionals More Efficient

  • Technology that allows financial professionals to see more productivity from their efforts
  • Unio, our fully electronic, web-based account management system
  • Simplify account administration, client communication, sales & reporting
  • Completely paperless office allows full flexibility

Products.

Arming financial professionals with industry-leading planning and communication tools.

Every client has unique investing goals. Our tools allow financial professionals to take a holistic view to construct the optimal plan for each client. Our offerings include a wide range of accumulation, income protection and generation & wealth transfer products.

Integrated Financial Professional Tools

  • Portfolio analytic and diagnostic tools
  • Performance reporting platform
  • Client-interactive financial planning

Portfolio Construction

  • Growth and income annuities
  • Managed account solutions
  • Growth and income mutual funds
  • Life/LTC and other insurance for protection and wealth transfer
  • Retirement and insurance products for small business owners

Expertise.

Born of a commitment to the credit union and bank channels.

From day one, we have been focused on serving the planning and investment needs of credit union members and bank customers.

Stability

  • Over 25 years dedicated to serving financial institutions
  • Tenured senior management team
  • Experienced home office & field support staff

Flexibility

  • Flexible program structure options: dual employee, managed & hybrid
  • Clear-through options available to bank and credit union broker-dealers
  • Design program structure to best suit your needs

“dataVISION® is a registered trademark of CUSO Financial Services, LP and registered in the United States of America. It is licensed with permission by Sorrento Pacific Financial, LLC”

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Contact Us

 

Headquartered in San Diego, CA, with regional program management offices located in Northern and Southern CA, MA, MN, NM, NY, NC, OH, PA, and TX.

CUSO Financial 25 Years Logo

Office

10150 Meanley Drive
First Floor
San Diego, CA 92131
Get Directions

Call Us: 800.686.4724
Fax: 1.858.530.4404

Email Us: cfsweb@cusonet.com

Sales Information: cfsweb@cusonet.com

Media Inquiries:
Haven Tower Group
Julian Arenzon
424 317 4861
jarenzon@haventower.com

Technology Inquiries: Unio™ Help Desk
uniohelp@cusonet.com

CFS LinkedIn

SPF LinkedIn

CUSO Financial Services, LP (Member FINRA / SIPC) © 2022

Disclosures | CFS Form CRS | SPF Form CRS | SEC Marketing Rule Referral Disclosure Forms | Privacy Policy | Notice of Collection of Personal Information | CFS/SPF Business Continuity Plan Summary March 31, 2020

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Non-deposit investment products and services are offered through CUSO Financial Services, LP (“CFS”) or Sorrento Pacific Financial, LLC ("SPF"), registered broker-dealers (Member FINRA (www.finra.org) / SIPC (www.sipc.org) and SEC Registered Investment Advisors. Products offered through CFS and SPF: are not federally insured, are not guarantees or obligations of banks or credit unions, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS or SPF. Credit Unions and Banks have contracted with CFS and SPF to make non-deposit investment products and services available to credit union members and bank customers.

Atria Wealth Solutions ("Atria") is not a registered broker-dealer or Registered Investment Advisor. CUSO Financial and Sorrento Pacific are subsidiaries of Atria.

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