Personal Financial View™

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.

  • Financial Integration - All of your financial data is housed in one place, including your investments, bank accounts, loans, insurance, and mortgages.
  • Spending and Budgeting - Automatically track your household spending.  Create a budget and align your spending to stay on track.  
  • On-Line Document Storage - Scan and store all of your important legal, financial, and personal documents in one place.
  • Up-to-date and Custom Reports - A suite of reports updated through linked accounts.
  • Research Tools - Displays MarketWatch stock data or data specific to the securities of your choice.
  • Awards Manager - Track frequent flyer miles, hotel rewards points, credit card rewards and other points programs.

Ask us how this state-of-the-art, secure, web-based financial consolidation tool can place all of your critical legal and financial components in one user-friendly dynamic place.