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Barrett Financial
Planning Portal

  • Connect all of your accounts for a consolidated view of your entire financial picture
  • Monitor all investments
  • Track all spending and manage your budget
  • Access to statements, trade confirmations and other correspondence
  • Online vault to securely store important legal documents and records
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Wealthscape Investor

  • Access accounts held directly through Barrett Financial and Kestra/NFS.
  • Digital copies of tax forms to download into tax software
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Envestnet

AGGREGATED REPORTING CONSOLE (ARC)

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