Wealth Management Solutions

WMS Demonstration Video

Barry Financial, LLC is proud to offer the 360Pro Wealth Management Solution, a cutting-edge collaborative tool to help our clients manage their complex financial world. It’s an online wealth management solution that integrates many aspects of our clients’ finances. They can stay on top of their assets, insurance, bank accounts, stocks, mileage rewards, mutual funds, and more, all in one centralized location.

With this system, your portfolio is automatically updated on a daily basis, and with a click of your mouse, you can easily keep track of your financial position anytime, anywhere in a secure password-protected environment.  Instead of spending hours tracking down important documents or playing phone or email tag with your advisors, you can login to our system to access everything that impacts your financial picture. You can also create remote collaboration with your professional advisors to keep everyone on the same page.