CIS WEALTH MANAGEMENT SYSTEM

CIS Wealth Management System

TAKE CONTROL OF YOUR FINANCIAL WORLD

Manage both your wealth and your well-being with ease of use.

ANSWERS IN THE PALM OF YOUR HAND

Complete access from the palm of your hand whenever & wherever

PROTECT YOUR IMPORTANT DOCUMENTS

Unlimited secure document storage to organize & protect

Our wealth management system employs advanced security features and protocols to keep your data safe, private, and secure at every hour of every day, year round. Our comprehensive security measures include password protection, Secure Socket Layer encryption, firewalls, intrusion detection, audits, inspections, and more. With each measure in place, you can be confident that your important information is safe and secure.

Organize. Monitor. Collaborate.

ORGANIZE

Connect all your accounts for a consolidated view of your entire financial picture.

INVESTMENTS

Interactive charts and detailed views help monitor all your accounts.

SCREEN SHARING

Join a screen sharing session quickly and easily for interactive planning anytime, anywhere.

A VAULT

Safely store your most important financial documents, accessible 24/7.

TRACK SPENDING

Know how much you’re spending, and where.

BUDGETING

Set budgets to help reach your savings goals.

MOBILE FRIENDLY

A complete financial picture available on your smart phone.

WORKSHOPS

See if you’re on target to reach your most important goals.

Protect Your Important Documents

LEGAL DOCUMENTS

Wills
Deeds
Revocable & Irrevocable Trusts
Power of Attorney
Codicils (Supplements made to a Will)
Living Wills/Health Directives
Prenuptial Agreements
Buy/Sell Agreements
Contracts

BENEFITS

Social Security Info
Veteran’s Administration Info
Employment Benefits

INSURANCE POLICIES

(Life, LTD, Disability, Medical, Car, Property)

BANK & INVESTMENT STATEMENTS

Pensions, IRAs, Annuities, etc
Investment Accounts
Stock Options/Certificates

LIABILITIES

List of Credit Cards with Contact Information
Mortgages
Loans

TAXES

Tax Returns
W-2 Forms

IDENTIFICATION

Birth Certificates
Drivers Licenses
Passports
Social Security Cards

FAMILY

Medical Records
Adoption Papers
Marriage License
Pictures
Audio Files
Video Clips

PROPERTY

Warranties
Titles to Homes, Autos, Boats, etc.

The Vault

The Vault is a searchable repository in which files are stored for your review, and where you can store files. Files may include your financial plan, prospectuses, reports, and spreadsheets. Vault files are separated into several different folders by content.

You can save files and create sub-folders in two folders: My Documents and Shared Documents. The My Documents folder is for storing private files. The Shared Documents folder is for saving files that you want to securely share with CIS Wealth.

SECURE

Our system uses a 256-bit Secure Socket Layer to scramble data
Routine Security Testing by third party security auditors
Data secured at geographically separated data centers

STORAGE CHECKLIST

Personal Documents: Driver’s License, Passports, Birth Certificate, Social Security Info
Media: Video Recordings, Photos, Audio Recordings
Legal Documents: Wills, Deeds, Trusts, Buy/Sell agreements, Marriage License, Title to Home/Auto/Boat
Other: Tax Returns & W-2 Forms, Pay Stubs, Employee Benefits, Insurance Policies
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