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Lightport Dataport

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November 27, 2010 Hits: 674

Company Info
Overview
Features
Pricing and Support
Integrations
Security

Company Info

Company Name:	Lightport
Data Last Updated:	November 27, 2010
Data Verified by Company:	No
Website:	www.lightport.com
Contact Email:	This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Phone Number:	(888) 800-0188
Year Founded	1997
Number of Employees:	20

WEB Overview

Size of Firms Targeted:	$0-$100mil AUM $101-$200mil AUM $201-$300mil AUM $301-$500mil AUM $501-$1bb AUM $1bb AUM and Up
Target Market:	Investment Manager Financial Planner Wealth Manager
Number of Firms Using:	500

PORTAL Features

Advisor Branded Portal:	Yes
Content Held:	Articles Blogs Documents News PDFs Reports
Dynamic Content:	Articles Client Financial Data News Reports
Alerts:	When Advisor Adds Document When Client Adds Document
Communication Management:	None
Reporting Functionality:	Automatic Upload Batch File Upload Single File Upload

Other Pricing and Support

Pricing:	License Fee
Trial:	No
Support:	Email Phone

Integrations

Outsource Solutions:	None
Portfolio Management Systems:	None
CRM:	None
Account Aggregation:	None
Financial Planning:	None
Rebalancing:	None
Analytics:	None
Document Management:	None
Websites:	Lightport
Client Portals:	None
Form Fill:	None
Custodian:	None
IPS Software:	None
Web Reporting:	Lightport Dataport
Report Packaging:	None
College Planning:	None
Other Applications:	None
Total System:	None

Security

Security Functionality:	Unique Username/Password User Permissions Audit Trail Encrypted Connection (web)
Other Security Enhancements:	None

LIGHT[PORT] is the only provider of advisor web services that treats you the way you treat your clients. We employ a highly consultative process, with a custom solution.

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