CUSO Financial Services, L.P. (CFS) and Sorrento Pacific Financial LLC (SPF), full-service broker-dealers and subsidiaries of Atria Wealth Solutions (Atria), announced today it has received the 2020 Technology Innovation Award from the Bank Insurance & Securities Association (BISA). Presented this morning at the BISA Annual Convention in Hollywood, FL, this is the seventh consecutive year CFS/SPF has been recognized for technology innovation by BISA. The BISA Technology Innovation Award recognizes leadership in the advancement of the financial services industry’s products, services and platforms through technology innovation
This year, CFS/SPF was the recipient of the award for the Business Texting feature that is integrated into Unio, the firm’s cutting-edge advisor platform. Business Texting gives advisors an additional touchpoint to connect with clients, provide meeting reminders, share a quick note about a life event or touch base during volatile markets. “Business Texting gives our advisors a quick, efficient way to communicate with clients and deepen those relationships,” said Valorie Seyfert, President of CFS and SPF. “We are honored that BISA once again recognized that we are at the forefront of developing technology solutions that help our advisors stay connected and provide an exceptional client experience.”
In addition to this year’s recognition, CFS/SPF has won past BISA Technology Innovation Awards for these technology solutions:
- Client Portal (Clear 1) – the firm’s client portal that provides position, transaction, documents and other critical information in one consolidated view.
- fundVISION – An innovative, consolidated trading and reporting platform for mutual funds.
- Mobile App (Clear 1) – A mobile app that enables clients to easily and securely manage their investment portfolios remotely.
- SendMyDocs (Clear 1) – A mobile app that allows clients to capture and share documents securely with their financial advisor. This app also allows advisors to remotely and securely capture client investment documentation and upload the information into the CFS account management system.
- BuildMyProfile – Enables advisors to easily develop client profiles through secure online questionnaires filled out by clients, auto-populating relevant information into the advisor platform.
“It’s exciting to have Business Texting recognized with such a prestigious award and to continue the tradition of CFS/SPF’s innovation being honored,” said Eugene Elias, Jr., COO and Founding Partner of Atria. “Client expectations have changed, and texting is just one more example of how clients expect to work with their financial advisors. Our integrated, compliant texting solution allows advisors to easily and quickly connect and interact with clients – adding another way for advisors to build and enhance their client relationships.”
About CUSO Financial Services, L.P. and Sorrento Pacific Financial, LLC
CUSO Financial Services, L.P. and Sorrento Pacific Financial, LLC (Members FINRA/SIPC) are full-service broker-dealers and subsidiaries of Atria Wealth Solutions. Established in 1997, they specialize in placing investment programs inside credit unions and banks, providing customized investment and insurance solutions to over 200 financial institutions throughout the country, with over $30 billion in assets under administration. Headquartered in San Diego, with branch offices nationwide, both broker-dealers are SEC Registered Investment Advisors with expertise in key areas including retirement services, wealth management, advisory solutions and insurance products for individuals and business customers. For more information, see cusonet.com or LinkedIn at CUSO and SPF.
About Atria Wealth Solutions, Inc.
Atria Wealth Solutions, Inc. (Atria) is a wealth management solutions holding company focused on delivering a clear path to the future of financial advice for advisors and their clients. Headquartered in New York City, Atria’s broker-dealer subsidiaries empower financial institutions and independent advisors with a sophisticated set of tools, services, and capabilities that drive growth. Atria’s broker-dealer subsidiaries include CUSO Financial Services, L.P., Sorrento Pacific Financial, LLC, Cadaret, Grant & Co., Inc., and NEXT Financial Group, Inc., which together support nearly 2,000 financial advisors with more than $65 billion of assets under administration. For more information, please visit www.atriawealth.com.