My Portfolio View: Member-facing Investment Portfolio
My Portfolio View is a dataVISION® enhancement module CFS offers its credit union customers for their investment clients. With My Portfolio View (MPV) credit unions can integrate their members' investment information into their existing online banking Website, branded to match the credit union's look and feel.
Members will be able to see their full investment portfolio held at the credit union via the same home banking Website they typically use for online account review and bill pay. MPV shows members and advisors the same up-to-date information, and makes it easy for members to know the status of their investments at any time of the day or night.
MPV improves client-advisor communication because both parties can access the same account information. The module also improves client education because many questions can be answered by reviewing accounts online or over the phone, rather than having to meet with advisors in person.
My Portfolio View is one more tool CFS uses to provide the technology tools banking members want and the efficiencies financial advisors need.
Contact Us for a demonstration of dataVISION and the MPV enhancement module.