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Personal Financial View:

Personal Financial View is integral to Wyman Financial Group's wealth management practice. Through PFV, we seek to simplify your finances with an intuitive platform. This technology 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.

  • Personal Account Aggregation
  • Up-to-date monitoring of your financial picture
  • Investment allocation across all money-types
  • Details by holding for asset class and sector analysis
  • Secure online “Vault” for documents

Take advantage of our easy-to-use, web-based system designed to give you a single access point to securely view all of your financial accounts, tax and legal documents, and insurance coverages. 

All of your information is password protected in a secure, encrypted personal web address, accessible only to you and your financial advising team.

Personal Financial View® integrates and updates your key financial data in real time providing you with a tool to organize your important documents and financial information. PFV provides our clients with a sense of security, knowing their financial information is safe & secure, and the fulfillment of their goals is being monitored on a daily basis. 

Through your website, you can access your financial information in one secure location from anywhere, at any time. This password protected, secure and encrypted personal website is accessible only to you and your Wyman Financial Group team, allowing you to collaborate on-line, in real time.