XCU Capital Corp. Partners with StatementOne for Investment Management
CARLSBAD, Calif. - Credit union owned-broker dealer XCU Capital Corp. recently aligned with StatementOne, a technology solution provider to the retail wealth management market, for technology solutions in managing the company's investment services. XCU Capital will use StatementOne's platforms to increase company awareness through a variety of promotional themes. StatementOne consolidates enterprise investment account data through a Web-based portfolio accounting and performance reporting solution to financial institutions. It currently manages account data for more than 60 financial institutions, representing over $500 billion in assets. XCU Capital, a subsidiary of XCU Corp., a credit union service organization owned by 15 credit unions, has more than $1.3 billion in assets under administration.