Convenient, Online Profile Access to Financial Accounts and Information
The CIS Wealth Management System provides the capability to bring together ALL of your financial accounts and holdings in one place.
- Credit Cards
- Real Estate
- and more
ONE login to view ALL your financial data.
CLICK HERE for information on the security of the system.
Simple Consolidated Management
You will have access to your own personalized website to view your accounts, run reports, create budgets and much, much more. Plus, we can help you set up a quick link on your mobile device for easy access.
Another unique feature of this system is The Vault. The Vault is an online document repository where you can store ALL your valuable personal documents such as wills, trusts, insurance documents and passports securely.