Are you using our CIS Wealth Management System? As a client, this is your personal CIS Wealth account consolidation system… and so much more. The CIS Wealth Management System provides the capability to bring together ALL of your financial accounts and holdings in one place. Not only can you view your investment accounts with CIS Wealth, you can connect any other bank, credit card, or financial account as well as store electronic copies of important documents in a digital vault. This system easily creates your entire financial picture in one secure location. With the information you enter you can also create financial reports. There is even a budgeting tool to track and control your expenses. To get started, or if you’ve set up your profile and you need help to use the system to its fullest, contact our office at 830-609-6986 and ask for Kirsten Otto.