CUSO Financial Debuts 'CAM'

Register now

CUSO Financial Services (CFS) has introduced a new web-based management account platform. Called CUSO Asset Management (CAM), the platform allows CFS' investment advisory representatives to provide their high net-worth clients with access to fully management investment advisory accounts, the company said. "With the CAM platform, advisory clients will be able to have their assets professionally managed in both mutual funds and separately managed accounts," said Steve Hollenbeck, senior VP-Marketing. The CAM platform enables the invesment advisor to prepare client proposals, run portfolio diagnostic reports, make changes to client accounts, and generate research by accessing a password- protected website.

For reprint and licensing requests for this article, click here.
MORE FROM AMERICAN BANKER