Make life simple again.

Do you know your net worth? Are you on track to reach your goals? Keeping tabs on your finances has never been easier.

C-Plan, a product of CertusWealth, a division of CertusBank, N.A., brings your accounts and investments (no matter where they’re held) together in one place. With daily updates from over 6,000 financial institutions, you’ll know exactly where you stand.

With access to information anywhere, anytime, C-Plan empowers you and your advisor to analyze your current financial position and make the best, and well-informed decisions to take you where you want to go.

  • See everything you own – all in one place
  • Get up-to-date balance information anywhere, anytime
  • Track your progress toward your goals
  • Collaborate with your advisor online, in real time
To sign up for C-Plan, contact CertusWealth today.
Watch video Try a Demo of C-Plan