An elevated experienceBayView Technology
Technology, like art, is a soaring exercise of the human imagination.
– Daniel Bell
How Our
Technology Helps
The “Tech Stack” at BayView Private Wealth is transformative. Our award-winning technology has elevated how we create and manage portfolios, how we monitor and manage client goals, manage risk, minimize taxes, and design distribution strategies. Our clients enjoy a richer experience through interactive planning tools, convenient and simplified access to the data, and more informed decision making. Through scenario modeling, we can provide a more predictable and measurable range of outcomes to clients’ current and future goals.
Clients of BayView Private Wealth have 24/7 access to their accounts via a client portal that is customized for BayView clients. This portal can be accessed on a desktop, laptop, tablet, or mobile smartphone.
Below is a brief snapshot of several best-in-class technology software tools incorporated in BayView’s client experience:
MoneyGuidePro – Intelligent retirement planning software that guides decision making on social security, pension, income distribution strategies, tax efficiency, estate planning, and unlimited “what if” situations enabling us to provide course corrections when necessary. We can help you put the math behind your dream scenarios.
YCharts – This best-in-class technology platform provides us up to the minute global economic data and research that assist us in the construction and design of our tactical portfolios.
Income Lab – Our mission is to revolutionize retirement planning with advanced research, deeper insights, and real-time monitoring and management, to help people live retirement with confidence.
iRebal – The #1 ranked software in market share and user satisfaction sets the standard for sophisticated portfolio management and rebalancing tools.
BayView Client Portal – Your total financial picture at the click of a button. We provide our clients with customized performance reporting, outside account aggregation tools, a secure document vault, market commentary feed, and tax & account statements.
fp alpha – With comprehensive Artificial Intelligence powered tax return analysis, we can properly identify opportunities to improve your business, retirement, and estate planning decisions as well as coordinate tax-loss harvesting strategies.
Wealth.com – is the industry’s leading estate planning platform, empowering 1,000+ wealth management firms to modernize the delivery of estate planning guidance to their clients.
Nitrogen – gives financial advisors the tools to measure risk tolerance, generate personalized proposals, conduct in-depth investment research, and confidently guide clients toward retirement readiness—all in one streamlined platform.
St. Petersburg Office
Main/Text: 727-369-6151
200 Central Ave, 4th Floor,
St. Petersburg, FL 33701
200 Central Ave, 4th Floor,
St. Petersburg, FL 33701
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All investing involves risk, including loss of principal. There is no guarantee the investment process will lead to profits. Past performance of any security or strategy is no guarantee or indication of future results or performance. Market conditions change continuously.
Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory” or “RFG”), a registered investment advisor. BayView Private Wealth and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.
RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.
RFG Advisory Part 3, Form CRS, RFG Advisory Form ADV, Part 2A, Investment Advisor Public Disclosure, RFG Advisory Privacy Policy.
Insurance products and services are offered through several insurance providers, including RFG Solutions LLC, an affiliated company of RFG Advisory.
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