dataVISIONĀ®: The Technology Leader in Online Investment Administration

Sophisticated CFS technologies support the needs of our credit union customers and partners. CFS has positioned itself as the technology leader in the industry and provide our investment advisors with dataVISIONĀ®, a fully electronic, web-based account management system that simplifies administration, communications, sales, and reporting functions. Our secure and proven dataVISION technology supports a paperless office platform that meets compliance requirements and sales objectives.

Our proprietary dataVISION technology was designed from the outset to efficiently handle the "front and back end" administration, organization, and management of accounts - all electronically. It conveniently provides investment advisors and branch managers with remote access to a comprehensive array of functions, including an order entry platform, blotters, calendar, client history, customer and prospect tracking information, electronic copies of customer documents and all necessary reports.

An online help directory and educational information make it easy to use. Rate boards and fee schedules are updated automatically, making it easy for advisors and management to see changes as they occur in the industry.

How dataVISION benefits sales teams & operations:

  • Enhanced home page with quick links to online work flow, marketing support, and reporting; also provides market data, quotes, announcements and personalized messages to financial advisors
  • Simplified update of account information to CFS's clearing firm through a single entry screen with automated transmission for all associated accounts
  • Integration of critical compliance functions including an annual compliance questionnaire
  • Easy verification and update of an advisor's compliance registration information directly from the platform to the registration department
  • Paperless filing system approved by FINRA and the SEC
  • Ability to store unlimited history including all transactions
  • Single sign-on for both reps and customers
  • Ability to provide complete asset under management reporting
  • Referral tracking
  • System built on contact management files
  • Automated compliance reporting and back up
  • CRM for targeted marketing
  • Integrated commission reporting and tracking
  • Complete reporting with unlimited ad hoc capabilities

dataVISION is the foundation for many CFS technology systems, and the winner of many praises from our customers. It is easy to use from remote locations and intuitive for both investment associates and financial advisors. The efficiencies it creates make it possible for advisors to spend most of their time working with customers, rather than on paperwork.

For a demonstration of dataVISION to see how it can help your program, Contact Us today.