Our Relationships
No company can thrive in a vacuum, and ours is certainly no exception. Four companies in particular have been key to our growth and success.
CUSO Financial Services
CUSO Financial Services (CFS), L.P.* is the financial services group that brought us into the unique niche we occupy. CFS is a fast growing broker-dealer that needed software tools to support their financial institution partners. To meet their needs, we developed an integrated financial contact management system, including contact database, calendar, and interactive forms, as well as a document imaging/workflow system, including reporting and storage capabilities. Both of our companies have thrived because of this relationship. CFS Website
Sorrento Pacific Financial
Sorrento Pacific Financial, LLC (SPF) is a nationally recognized broker-dealer dedicated to the banking industry and its customers. SPF uses dataVISION to support advisor-based brokerage services, dual employee platform services, and self-directed low cost investing for bank customers. SPF Website
Partnervest
Partnervest Financial Group provides business solutions that help financial advisors better serve the needs of their clients. Partnervest uses dataVISION to support advisor-based services for CFS and SPF accounts and representatives. Partnervest Website
Depository Trust & Clearing Corporation
The Depository Trust & Clearing Corporation (DTCC) provides clearing, settlement and information services for equities, corporate and municipal bonds, government and mortgage-backed securities, money market instruments and over-the-counter derivatives. In addition, DTCC is a leading processor of mutual funds and insurance transactions.
Orcas Net leverages the DTCC Insurance & Retirement Services suite of streamlined processing and compliance-driven solutions for carriers and their distribution partners through a secure, centralized infrastructure with our dedicated data circuits for downloading position and commission information on a daily basis. The data is automatically imported into dataVISION, eliminating most of the manual work involved in tracking large amounts of complicated and sensitive information. DTCC Website
* CUSO Financial Services, L.P., is a member of FINRA and SIPC