CUSO Financial Services and Sorrento Pacific Financial Receive Fifth Consecutive Tech Innovation Award at Bank Insurance & Securities Association Annual Conference

SAN DIEGO – March 21, 2018 – Broker-dealer sister companies CUSO Financial Services, LP (CFS) and Sorrento Pacific Financial, LLC (SPF), subsidiaries of Atria Wealth Solutions, were again honored for technology innovation by The Bank Insurance & Securities Association (BISA) at its annual conference. The broker-dealers were recognized with the award for the fifth year in a row, this time for fundVISION™, an innovative, consolidated platform for mutual funds which combines the ease and transparency of a brokerage account with the cost structure of direct business.

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