Get Started with CCM’s Dynamic Wealth Management System
We take a comprehensive view of your complete financial picture to develop a deeper understanding of what is required to achieve your goals.
Your Personal Financial Management website makes it easy to manage both your wealth and your well-being. Using connections to aggregate your financial account information allows us to build a superior financial plan with all your information in mind.
Start taking control of your financial future today!
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Take Control of Your Financial World
We take a comprehensive view of your complete financial picture to develop a deeper understanding of what is required to achieve your goals.
Your Dynamic Wealth Management System (DWMS) uses Connections to aggregate your financial account information, allowing us to build a superior financial plan with all your information in mind. Data aggregation is the process of gathering financial information and presenting it in a single comprehensive view, connecting with and extracting information from the companies that manage your financial accounts and liabilities so that we can provide you with a consolidated view into your accounts in real-time. The power of data aggregation lies in the fact that you gain a comprehensive view of your entire financial situation.
Complete Financial Picture
We link all your financial accounts for a complete and up-to-date view of your financial situation. Our analysis and recommendations are comprehensive and reflect current market conditions.
Monitor Progress
With a daily snapshot of your progress, we can alert and remind you of financial factors that may impact your ability to achieve your goals. This relieves you of organizational burden, allowing you to focus your energies on what matters most in your life.
Increased Collaboration
Our DWMS provides both you and our team with a secure view of your financial progress. We can collaborate with you online at any time, no matter where you are and offers a real-time, 24/7 view into your complete financial picture. As you are getting set up on your DWMS, follow these tips to help you get the most out of this resource.