We take pride in the relationships we have built with our clients and we believe that the quality of these relationships is the most important measure of our success.
When we realized we needed a scalable solution to our internal and client-facing reports, we reached out to WealthSite and we were impressed with their knowledge and expertise. Specifically, they have an extensive knowledge of the weaknesses of APX which we felt would be a critical piece of a strategic partnership for a growing firm like ours.
One of the major benefits is the knowledge of how Advent records their transactions and how these translate into programmable data points. WealthSite has also activated several sets of reports that are dedicated to the validation of our existing transaction data. By addressing the issues outlined in these reports, we’re able to proceed with our performance reporting with much more assurance.
We’ve been using WealthSite for two years and we’ve enjoyed our experience and feel that this will be an important partnership as we continue to grow our business. We feel that the flexibility that WealthSite provides is critical for a firm in our industry, particularly as regulatory considerations meet client demands."
We contacted a number of database experts including SAP, AnalytX, SunGard and efront. WealthSite allowed us to work within their existing framework, while also customizing reports to our own specialized needs. This made the process of transitioning from our old system to WealthSite much more efficient and expedient. The one-on-one attention with which we are provided is unmatched by any of the other firms that we considered.
After using WealthSite, we have seen a huge improvement in the quality of our reports and the speed at which we can run them. The web portal makes running reports and extracting data easy for everyone, without having to have any prior database knowledge. The expertise and programming knowledge of the WealthSite team has provided us greater reporting flexibility and comfort in the quality and content of our reports.