CHRISTIAN FINANCIAL ADVISORS 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.
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.
DIGITAL 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
BENEFITS
INSURANCE POLICIES
BANK & INVESTMENT STATEMENTS
LIABILITIES
TAXES
IDENTIFICATION
FAMILY
PROPERTY
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 Christian Financial Advisors®.
SECURE
STORAGE CHECKLIST
