NU Online News Service, March 22, 2005, 3:02 p.m. EST
A Palm Harbor, Fla., software developer has released a new version of a Web-based system for reporting client portfolio data.[@@]
The software developer, LightPort Inc., says the new version of the system, WealthVue 2.0, can help advisors send clients account data through personal Web portals.
Clients can use the system to format their data, store account snapshots in Web archives, and export account data in Excel format, XML format and other popular formats, LightPort says.