White Papers

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

Category: Data Management, Software and Web Development

Tags: data management, data security, software, management, data

Overview 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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Publisher: Microsoft
File Format: HTML
Date Published: Jul 27, 2009
Format: Case Studies
Topics: Application Development, Application Servers, Database Management

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