CIS WEALTH MANAGEMENT SYSTEM
TAKE CONTROL OF YOUR FINANCIAL WORLD
ANSWERS IN THE PALM OF YOUR HAND
PROTECT YOUR IMPORTANT DOCUMENTS
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.
Connect all your accounts for a consolidated view of your entire financial picture.
Interactive charts and detailed views help monitor all your accounts.
Join a screen sharing session quickly and easily for interactive planning anytime, anywhere.
Safely store your most important financial documents, accessible 24/7.
Know how much you’re spending, and where.
Set budgets to help reach your savings goals.
A complete financial picture available on your smart phone.
See if you’re on target to reach your most important goals.
Protect Your Important Documents
BANK & INVESTMENT STATEMENTS
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.