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CUSO Financial Services and Sorrento Pacific Financial Launch Investor Mobile Document Capture Application to Increase Efficiencies for Clients and Advisors

Sister companies, CUSO Financial Services, L.P. (CFS) and Sorrento Pacific Financial, LLC (SPF), full-service broker dealers and SEC Registered Investment Advisers providing customized investment and insurance solutions to financial institutions, have released a new mobile application that allows retail investment clients to capture document images via their iOS® or Android® device and send them securely to their investment representative for inclusion in their portfolio documentation. The mobile app, called SendMyDocs™, meets with regulatory compliance requirements and is available to clients of investment programs in financial institutions served by the sister broker dealers.

The free application makes it easy for clients who live a far distance from the bank or credit union to set up and support their investment accounts. It is available for any iOS or Android™ device user, including iPad®, iPhone®, Android and other smartphone or tablet devices. The app allows an investment client to snap a photo of his or her personal account documentation, securely captures it, uploads it automatically into dataVISION, and alerts the client’s advisor of the new document. dataVISION is the proprietary, web-based account management system used by the companies’ advisors to simplify administration, communications, sales, and reporting functions.

This is the second mobile document imaging application released by CFS and SPF in the past year. The first enabled the companies’ advisors to transmit documentation immediately while they were meeting with clients, directly into the dataVISION system. It won a Technology Innovation award from the Bank Insurance & Securities Association (BISA) in March 2014, recognizing leadership in the advancement of financial services industry products, services and platforms through technology.

“We were gratified to be recognized for our initial mobile doc application for advisors and felt we should find a way to extend it securely to consumers as well,” says Senior Vice President for Business Systems Mitzi McMillin. “The new SendMyDocs app directly supports our customers’ mobile strategies. We see the benefits to efficiency that technology creates and we will continue to add advancements that can increase convenience and ease for both clients and advisors.”

The app can be installed on multiple devices by an individual user. CFS and SPF are offering training on the application via online modules; advisors can also set up clients to use it.

Christopher Urso, an investment representative with CFS, says, “I have a client who lives almost two hours away in New York, and they were able to use SendMyDocs™ to send me a completed letter of intent the same day I sent them the form. This is a game changer for those of us in the field who have clients out of area.”

Banks and credit unions interested in knowing more about the flexible program models the sister companies provide for investment services can call CFS at 1-800-686-4724 or SPF at 888.805.5585.

About CUSO Financial Services, LP and Sorrento Pacific Financial LLC

Full-service, sister broker dealers CUSO Financial Services, L.P. (CFS) and Sorrento Pacific Financial LLC (SPF) (Members FINRA/SIPC) provide customized investment and insurance solutions to financial institutions throughout the country. Headquartered in San Diego, with branch offices and licensed representatives nationwide, both broker dealers are SEC Registered Investment Advisers, with expertise in key areas including retirement services, wealth management, and fee-based and insurance products for both individuals and business customers. For more information, see www.cusonet.com or www.sorrentopacific.com.

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