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.

Complete your profile to continue reading and get FREE access to, part of your ALM digital membership.

  • Critical information including comprehensive product and service provider listings via the Marketplace Directory, CU Careers, resources from industry leaders, webcasts, and breaking news, analysis and more with our informative Newsletters.
  • Exclusive discounts on ALM and CU Times events.
  • Access to other award-winning ALM websites including and

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.