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Cuso Financial Services, Lp
Established in 1997, CUSO Financial Services, L.P. (Member FINRA/SIPC) was founded to enhance credit union value by providing efficient and effective investment programs for your members using advanced technology solutions and responsive expertise. Because of our commitment to financial institutions as partners, and not just as clients, we have become experts in creating successful programs that meet your needs and those of your members. CFS is headquartered in San Diego with branch offices nationwide, and works with hundreds of credit unions across the country. CFS is a full-service broker/dealer and SEC Registered Investment Adviser offering customized investment and insurance solutions to credit unions. For more information, call 858-530-4400 or visit www.cusonet.com. Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (ñCFSî), a registered broker-dealer (Member FINRA (www.finra.org) / SIPC (www.sipc.org)) and SEC Registered Investment Advisor. Products offered through CFS: are not federally insured, are not guarantees or obligations of banks or credit unions, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Credit Unions have contracted with CFS to make non-deposit investment products and services available to credit union members.
Financial Services
200 - 500
San Diego, CA, United States
About

Established in 1997, CUSO Financial Services, L.P. (Member FINRA/SIPC) was founded to enhance credit union value by providing efficient and effective investment programs for your members using advanced technology solutions and responsive expertise. Because of our commitment to financial institutions as partners, and not just as clients, we have become experts in creating successful programs that meet your needs and those of your members.

CFS is headquartered in San Diego with branch offices nationwide, and works with hundreds of credit unions across the country. CFS is a full-service broker/dealer and SEC Registered Investment Adviser offering customized investment and insurance solutions to credit unions. For more information, call 858-530-4400 or visit www.cusonet.com.

Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (ñCFSî), a registered broker-dealer (Member FINRA (www.finra.org) / SIPC (www.sipc.org)) and SEC Registered Investment Advisor. Products offered through CFS: are not federally insured, are not guarantees or obligations of banks or credit unions, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Credit Unions have contracted with CFS to make non-deposit investment products and services available to credit union members.

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  • 1384799 Global Rank
  • 251512
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Global Rank 736,626
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Mobile App Data
MixRank is the most comprehensive database of mobile apps, developers, SDKs, technologies, services, and integrations. Learn more.
  • 10 SDKs
  • 1 Total reviews
  • App Url: https://itunes.apple.com/app/cuso-financial-services-lp/id1128566591
  • App Support: http://www.cusonet.com/index.php/contact
  • Genre: Finance
  • Bundle ID: com.cuso.myportfolioview
  • App Size: 48.8 M
  • Version: 1.0.4
  • Release Date: August 4th, 2016
  • Update Date: March 15th, 2017

Description:

MyPortfolioView™ is the latest mobile app launch from CUSO Financial Services (CFS) and Sorrento Pacific Financial (SPF) for their investment programs, advisors, and end-user clients. MyPortfolioView™ allows clients to view their CFS/SPF investment accounts and communicate with their advisor. It includes several helpful features to manage investments on-the-go including account-depth details, one-to-one instant messaging with the advisor, and the ability to send pictures of important documents easily and securely from a mobile device.

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Frosty J. Hammer

Dec 09, 2016

Very decent for V1 app

Very powerful and useful application that's easy to install/configure/use for something with such a high level of security built in. Looking forward to the next release where I can browse Past Positions.
Show More
AVFoundation
The AV Foundation framework provides an Objective-C interface for managing and playing audio-visual media in iOS and OS X applications.
Core Foundation Framework
Core Foundation is a framework that provides fundamental software services useful to application services, application environments, and to applications themselves. Core Foundation also provides abstractions for common data types, facilitates internationalization with Unicode string storage, and offers a suite of utilities such as plug-in support, XML property lists, URL resource access, and preferences.
Core Graphics
The Core Graphics framework is based on the Quartz advanced drawing engine. It provides low-level, lightweight 2D rendering with unmatched output fidelity. You use this framework to handle path-based drawing, transformations, color management, offscreen rendering, patterns, gradients and shadings, image data management, image creation, and image masking, as well as PDF document creation, display, and parsing.
Core Location Framework
The Core Location framework lets you determine the current location or heading associated with a device. The framework uses the available hardware to determine the user’s position and heading. You use the classes and protocols in this framework to configure and schedule the delivery of location and heading events. You can also use it to define geographic regions and monitor when the user crosses the boundaries of those regions. In iOS, you can also define a region around a Bluetooth beacon.
Foundation Framework
The Foundation framework provides a base layer of functionality for apps and frameworks, including data storage and persistence, text processing, date and time calculations, sorting and filtering, and networking. The classes, protocols, and data types defined by Foundation are used throughout the macOS, iOS, watchOS, and tvOS SDKs.
Launch Services
macOS Launch Services is an API that enables a running app to open other apps or their document files, similar to the Finder or the Dock.Launch Services eliminates apps having to query the Finder to open an app, document, or URL for them. The macOS Finder itself uses Launch Services to perform such tasks. Because the Finder performs no additional processing beyond calling Launch Services, any client using Launch Services for these purposes behaves identically to the Finder.
MobileCoreServices
Use uniform type identifier (UTI) information to create and manipulate data that can be exchanged between your app and other apps and services using MobileCoreServices.
Quartz Core Framework
Allow users to browse, edit, and save images, using slideshows and Core Image filters.The Quartz Composer API supports processing and rendering graphical data and allows developers to create custom patches for the Quartz Composer developer tool. ImageKit provides user interface support for browsing, editing, and saving images, showing slideshows, and browsing and previewing Core Image filters. PDFKit is a technology that allows applications to display and manipulate PDF documents.
System Configuration F...
This collection of documents describes the programming interfaces of the System Configuration framework. The System Configuration framework provides functions that determine the reachability of target hosts in both a synchronous and an asynchronous manner. It also provides error detection facilities.
UIKit
The UIKit framework (UIKit.framework) provides the crucial infrastructure needed to construct and manage iOS apps. This framework provides the window and view architecture needed to manage an app’s user interface, the event handling infrastructure needed to respond to user input, and the app model needed to drive the main run loop and interact with the system.
Data sourced from MixRank, the most comprehensive database of mobile apps, developers, SDKs, technologies, services, and integrations. Learn More.
Cuso Financial Services, Lp receives up to 0.08M pageviews per day.

They are headquartered at San Diego, CA, United States, and have 2 advertising & marketing contacts listed on Kochava. Cuso Financial Services, Lp works with Advertising technology companies such as Atlas, DoubleClick.Net, eXelate, 161Media, The Trade Desk, Neustar AdAdvisor, Aggregate Knowledge, Rocket Fuel, Dstillery, Eyeota, Tapad, Retargetly, BlueKai DMP, BlueKai, AppNexus, LinkedIn Ads, Facebook Custom Audiences.
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Recent Cuso Financial Services, Lp Blog Posts
Last Updated 5/7/24
Cuso Financial Services, Lp receives up to 0.08M pageviews per day.

They are headquartered at San Diego, CA, United States, and have 2 advertising & marketing contacts listed on Kochava. Cuso Financial Services, Lp works with Advertising technology companies such as Atlas, DoubleClick.Net, eXelate, 161Media, The Trade Desk, Neustar AdAdvisor, Aggregate Knowledge, Rocket Fuel, Dstillery, Eyeota, Tapad, Retargetly, BlueKai DMP, BlueKai, AppNexus, LinkedIn Ads, Facebook Custom Audiences.