Electronic Wealth Records
Caducueus Consulting is consistently trying to match or exceed the same standard of care that our doctors offer to their patients.
This is why we decide to be on the cutting edge of technology and offer our contract clients EWR’s (Electronic Wealth Records).
The EWR system is a powerful, secure, web-based technology that keeps you in the know, and organizes all your important financial information in one convenient place. Our easy-to-use interface gives you a 360 degree view of where you are, so you can forecast where you’ll be tomorrow, and adapt quickly to change. It consolidates all your financial accounts in one place, so you can see your financial picture at any time. All your balances are tracked and revised daily, so you’re always up to date with your account activity.
Assets are analyzed against your plan objectives, so you can see what’s working and what needs to be adjusted.
Automatic alerts inform you of potential problems or opportunities, so you can react appropriately. You’ll also enjoy helpful online tools that let you collaborate with your Advisor and other specialists in your Advisor’s network.
Now, you can have an online vault that let you keep plans and important documents in one place for easy access from anywhere, and safe archiving. Documents such as tax returns, passports, wills, trusts, deeds, and much more can be uploaded and stored in a data safe environment.
This new level of organization will give you the ease and convenience to have your important documents easy to locate virtually anywhere in the world.
Organize your Finances, and Your Valued Memories.
Because some of your priceless items are memories and heirlooms you can’t actually touch, you can keep all your priceless digital effects in a central place for safekeeping.
Your online vault is like a family time capsule for your precious digital pictures, videos, cards, music album, and other irreplaceable memories.
Think of the value and pleasure your future generations would enjoy with easy access to grandparents wedding vows, the kid’s first soccer games and family graduations. Now you can conveniently store all of these precious memories, securely for genealogy archiving or just reminiscing.
Because at the end of the day, it all comes down to what you’re really working for; your family, your Lifestyle and your well-being.
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