Enterprise Software

Deliver the Comprehensive Financial Advice Your Clients Need With Polished and Accurate Reports

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Executive Summary

WealthSight specializes in delivering fully customized and hosted solutions that solve complex reporting requirements and workflow issues. Many advisors are using legacy flat-file portfolio accounting systems with limited calculation support, inadequate reporting capability, and a core architecture that makes workflow cumbersome. Built on SQL Server 2008 data management software, web-based application utilizes Microsoft Reporting Services to deliver polished, accurate branded presentation reports. Its core architecture enables complete customization, data security, audit trail, and a data structure that can improve workflow.

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