SAN DIEGO — CUSO Financial Services, LP is celebrating the 10th anniversary of its proprietary dataVISION integrated account management system with the release of several new features.
First introduced by CFS, a credit union-owned broker dealer and registered investment adviser in 1998, dataVISION was designed to support financial advisors in the administration and organization of accounts by supplying a "streamlined" process and communication platform, according to the CUSO.
The newest features include an enhanced home page with quick links to online work flow, marketing support, and reporting, and also provide market data, quotes, announcements and personalized messages to registered representatives. "Simplified" updates of account information from dataVISION to CFS' clearing firm through a single-entry screen with automated transmission for all associated accounts have also been introduced.
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