"Investors today demand far greater flexibility in the way that they receive and interact with their investment information," said John Ferrari, president and CEO of LightPort, Inc. "Quality and frequency of reporting has become a service challenge for many independent money managers. The technology which enables dynamic and interactive reporting has traditionally only been affordable to firms with sizable technology budgets. WealthVueâ¢ was designed and priced to level the playing field."
WealthVueâ¢ was also designed to be extremely easy to use. Once a client has set the desired "look and feel" for their reports, they can use the Archive feature to record a snapshot of their account and store it securely in LightPortâs Virtual.
Safeâ¢ for future retrieval. The client may also export their data to Excelâ¢, CSV, or XML so that it can be incorporated into spreadsheets or other financial applications.
Beyond portfolio data, WealthVueâ¢ offers document storage (i.e., quarterly statements, tax documents, performance attribution reports, etc.), secure messaging, account aggregation, CRM integration, and many other features. WealthVueâ¢ interfaces with the most popular portfolio accounting systems, custodial data feeds, financial planning tools, risk systems, and performance attribution software.
LightPort, Inc. is a leading provider of Web-based solutions and reporting portals for client communications in the financial services industry. Since 1997, LightPort has designed and hosted Web sites for more than 800 financial institutions and advisors. The company is also an industry leader in Web-based investment reporting, providing secure hosting for millions of portfolio reports. LightPort is a privately held company based in Palm Harbor, Florida.