Wealth Management Solution

At CFS, we believe that a single view to all of your investments, savings, assets, and expenses can provide a more complete picture of your overall Financial needs. We provide our Client’s with this type of access into your Financial picture through our Wealth Management Solution portal. Our Portal provides access to all of your investment accounts and is updated daily to provide current information on your investments. In addition, our portal allows you to connect all your other investments, bank accounts, insurance, credit card, loans, assets, etc. all in one place.

The Wealth Management Solution employs an intuitive, easy to use interface that can be configured to satisfy your unique requirements. You will have your own Personal Financial Home Page allowing you to better manage and track your assets and view reports. This single, unified view can provide you with a total view of your overall financial position.

Find out more about our comprehensive web-based solution that allows you to have a total view of your financial position.

Identify overlap and weaknesses in asset allocation
Keep all of your account values up to date
Monitor significant changes in your financial positions
Identify planning and investment opportunities

Click here for a short presentation of our wealth management solution.

Current wealth management solutions clients click here to log-in to your personal finance home page.