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: