What can Personal Financial View do for you?
Through a holistic planning approach we can help you coordinate a strategy to accomplish your financial objectives. Integral to this wealth management solution is the personalized website and custom account services that Baystate provides.
This technology platform, 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.
Account Connection
Your account balances and holdings are updated automatically to reflect the values provided by your financial institutions, streamlining the organization and management of your data
Spending and Budgeting
The spending and budgeting area allows you to track your spending and work to create a monthly budget. It allows you to see whether you are overspending your budget or whether you remain on track month to month.
Reports
Access a suite of reports updated through linked accounts.
On-line Vault
Stores, organizes, and secures your important legal, financial and personal documents in one place.
Alters & Alarms
Customization that allows you and your Baystate advisory team to effectively monitor your accounts, ensuring that you are on track to meet your goals.
Awards Manager
Track frequent flyer miles, hotel award points, credit card awards and other point programs.
