FAIRFAX, Va. Apple FCU said this morning it signed with CUSO Financial Services LP to provide its 158,000 members with an investment and wealth management program.
The $1.7 billion credit union said it moved its 14 year old program to CUSO Financial for its technology platform and complete focus on financial institutions.
Apple will implement several CUSO Financial add-on modules for the investment program including the home banking integration tool which incorporates brokerage assets into the online banking platform with single sign-on access, as well as self-directed online brokerage platform eVision and financial planning tool Profiles Forecaster.
All modules integrate into the CUSO Financial web-based account management system dataVISION.
The credit union has a wholly owned subsidiary, Apple Financial Services, LLC, which employs three financial advisors and a sales assistant lead by vice president and program manager George Dusek. "CFS is known for its fully integrated technology systems, and we have especially embraced their robust HBI tool," said Dusek.
CUSO Financial is based in San Diego and provides broker-dealer services for more than 150 credit unions.
