Our Company
How We Started
Members of the Orcas Net team began building relational database applications back in the 1970s for clients such as Shell Oil, Campbell Soup and Winchell's Donuts. The company became an early leader in using the Internet as a platform for business applications. In 1998, Orcas Net formed a relationship with CUSO Financial Services, L.P. (CFS), a full-service broker-dealer and registered investment advisor. Initially focused on offering investment services exclusively to credit unions, CFS and its associated broker-dealers later expanded to serve banks and independent advisors, as well.
Breakthrough Technology
Orcas Net developed dataVISION™, an integrated financial contact management system which includes contact database, calendar, and interactive forms, as well as a document imaging/workflow system, including reporting and storage capabilities. This breakthrough technology provided the ability to manage contacts, investments and forms entirely in the digital realm, bringing huge efficiencies to CFS and its clients.
Ongoing Innovation
Orcas Net innovates continuously in response to customer feedback and market conditions. When regulators impose new and more stringent reporting and disclosure requirements, we create the tools to meet those requirements on time, with a minimum of expense and labor. When new products and approaches to investing arise, we enhance and tune dataVISION to address emerging needs more effectively and efficiently. We believe this is one important reason why, even in the most trying of times, the broker-dealers we serve continue to grow, both in size and in profitability.
