CUNA Brokerage Services Inc.
A subsidiary of CUNA Mutual Group
Year founded: 1985
Year end: Dec. 31
Technology
| Social Media & Mobile | |||
| Allows advisers to use social media | Y | ||
| Social media sites allowed | |||
| Dedicated mobile application for advisers? | N | ||
| Primary purpose of mobile application | — | ||
| Software Offered | |||
| Account aggregation software | Investigo | ||
| Compliance software | RegEd Smarsh |
||
| CRM | Salesforce CRM (Salesforce.com) | ||
| Document management | Online brokerage forms managment via Pershing NetX360 | ||
| Financial planning | MoneyGuidePro (PIEtech Inc.) Advisys |
||
| Portfolio management | Broadridge Investigo and integrated managed money platform via NetX360 | ||
| Portfolio rebalancing | NetX360 (Pershing) | ||
| Robo-advice | |||
| Offers robo-advisory platform? | N | ||
| If not, when plans to offer a robo-platform | We do not plan on offering robo-advisory services | ||
| Robo-advice services offered | — | ||
| How robo-platform developed | — | ||
| Charge for robo-advisory services? | — | ||
- Notes
- N/A = Not available
- N/D = Not disclosed
- — = Information not available or not disclosed
All 2011-2016 recruitment and staffing data is as of Dec. 31 in the calendar year displayed. Prior year recruitment and staffing data is as of Sept. 30. All financial figures are for firms' year end, unless noted.
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