SAN DIEGO — (BUSINESS WIRE) — Sister companies, CUSO Financial Services, L.P. (CFS) and Sorrento Pacific Financial, LLC (SPF), are working with their parent company, Atria Wealth Solutions, to make significant enhancements to their award-winning dataVISION® financial advisor platform. Atria has pledged a multimillion dollar investment to progress dataVISION to the next level through improvements to its functionality and positioning dataVISION for even more rapid enhancements and new capabilities in the near future.

With the planned enhancements, the system will stay ahead of the trends impacting financial investment programs by providing upgrades to functionality and integration with leading solutions – all built within a modern, unified experience. Enhancements will include new advisory solutions, digital advice, collaborative tools, redesigned online and mobile client experiences, reporting, workflow and lead management tools, all seamlessly integrated into dataVISION.

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