SAN DIEGO, Calif. - CUSO Financial Services,LP (CFS) has launched a new wWeb-based managed account platform. The CUSO Asset Management (CAM) platform will help CFS investment advisors allocate their client's funds to specific money managers via the Web. CAM will help prepare client proposals, run portfolio diagnostic reports, make change to client accounts and generate research by accessing a password-protected Web site. In addition, CAM clients will be able to view their account activity and quarterly investment performance as well as access research and communicate with their advisor via the Web. "The high net worth credit union client is looking for advice and the ability to work with a trusted advisor," said CFS Marketing Senior Vice President. "This is what they want and CFS wants to be on the front end of the curve."
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From the June-04, 2003 issue of Credit Union Times Magazine • Subscribe!
CFS Unveils CAM
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