Added Value with PFV

Personal Financial View® is a web-based technology solution built to streamline and help improve your wealth management capabilities. This password protected, secure and encrypted personal website is accessible only to you and your Baystate Financial advisory team. Through it, you can access your financial information in one secure location from anywhere, at any time. You and your Baystate advisory team can collaborate on-line, sharing the same information from remote places at the same time.  Through a holistic planning approach we can help you coordinate a strategy to accomplish your financial objectives.

Personal Financial View®, puts all of your key financial data and critical documents at your fingertips. We will work with you on strategy, implementation and ongoing monitoring and updates.

  • Personal Account Aggregation
  • Up-to-date monitoring of your financial picture
  • Investment allocation across all money-types
  • Details by holding for asset class and sector analysis
  • Secure online “Vault” for documents

Please click in the box below to learn more about how your information is kept secure while using Personal Financial View.