WHAT CAN PERSONAL FINANCIAL VIEW DO FOR YOU? 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 This technology platform, which we call 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. Take advantage of our easy-to-use, web-based system designed to give you a single access point to securely view all of your financial accounts, tax and legal documents, and insurance coverages. All of your information is password protected in a secure, encrypted personal web address, accessible only to you and your financial advising team.