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your
investments
toolbox!


Regardless of your occupation, having access to the best tools available can often be the difference between success and frustration.

The V-Portfolio toolkit makes it possible to tackle a variety of different investment projects, such as:



  • Do you have excess liquidity to invest? You can buy any credit union permissible investment online at the click of a mouse.
  • Wouldn’t it be great to see what a purchase will do to your portfolio before you buy it? Enter the amount you are considering, and then click to see the effect on both your investments ladder and your portfolio composition. You can even print out a detailed pre-purchase report.
  • Annual due diligence process made fast and easy!
  • Need to see investment reports from a prior period? Not a problem. With V-Portfolio, you have access to 2 years of historical portfolio reports and trade tickets, and 3 years of historical ALM reports. (A nice feature to have when examiners are in your shop!)
  • Would you like to simplify the bond accounting process? With V-Portfolio’s comprehensive portfolio accounting, you will have access to an extensive set of accounting reports on your entire bond portfolio every month.


It gets even better. All of the things mentioned above are absolutely FREE.
That’s right, it doesn’t cost your credit union anything at all.
Plus, access to V-Portfolio is available to any credit union.
Bolts

When it comes to investing funds for your credit union, shouldn’t you have access to the best tools possible? V-Portfolio’s platform gives credit unions the most dynamic investments toolkit available.

Whether you are a seasoned buyer looking for sophisticated analytics, or someone who is just getting started with investments, V-Portfolio is the toolkit you need to succeed. From online trading to portfolio accounting, V-Portfolio gives you the best gear available for a more efficient investments program.


Request a Demo!

If you’re interested in learning more about V-Portfolio and how it can benefit your credit union, please fill out the form below. One of our brokers will be in touch with you soon.

V-Portfolio DEMO

Contact Investment Sales

Call today to schedule an online demo - (615) 232-7900 or  (800) 470-3444.


  • Cassie Fivecoat, Ext. 7922
    Investments Representative, Series 7 and 63
  • James Fleming, Ext. 7911
    Certificate Sales Representative
  • Phillip Cochran, Ext. 7950
    Chief Investment Officer, Series 7 & 63


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*All securities are offered through CU Investment Solutions, LLC. The home office is located at 8500 W 110th St, Suite 650, Overland Park KS 66210. CU Investment Solutions, LLC registered with the Securities and Exchange Commission (SEC) as a broker-dealer under the Securities Exchange Act of 1934. CU Investment Solutions, LLC is registered in the state of Kansas as an investment advisor. Member of FINRA and SIPC. All investments carry risk; please speak with your representative to gain a full understanding of said risks. Securities offered are not insured by the FDIC or NCUSIF and may lose value. All opinions, prices and yields are subject to change without notice.


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