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WealthVue Simple + Scalable + Secure
The only platform-independent client portal solution offering advanced functionality at a price point that is affordable
for any size firm.
Amazing Apps for Client Reporting
License Only the Reporting you Need
Pay Only for the Clients who Use It
From basic client reporting to advanced firm level views,
our applets let you assemble a fully custom
reporting platform.
Starting at just $1 dollar a client per month, our amazing
[PORT]apps are not only powerful, they are also affordable
for any size firm.
