An elevated experienceBayview Technology

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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:

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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.

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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.

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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.

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Hidden Levers – We don’t have to guess what will happen to your portfolios with various moves in stocks or interest rates, or commodities or inflation, this incredible software allows us to model 1st and 2nd order effects to various scenarios and stress tests assisting us in portfolio construction and rebalancing.

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iRebal – The #1 ranked software in market share and user satisfaction sets the standard for sophisticated portfolio management and rebalancing tools.

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Calendly – This app provides a simplified interactive scheduling tool that allows clients and friends systematized, on demand, meeting access to our calendars.

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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.

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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.

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Precise FP – This digital engagement tool allows clients to have a seamless onboarding experience by efficiently capturing necessary data needed to open accounts. It is also used to gauge client feedback for upcoming meeting topics and objectives, ensuring we cover the most pressing issues on a client’s mind. The tool provides us with a modern, faster and more secure data gathering experience for our clients.

Technology, like art, is a soaring exercise of the human imagination.

– Daniel Bell

Destin Office
Main: 850-990-0618
Text: 850-367-0090
1234 Airport Road, Suite 121 Destin, FL 32541
St. Petersburg Office
Main: 727-369-6151
Text: 727-496-4963
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.

© Copyright BayView Private Wealth 2024. All rights reserved.