Client Reporting Portals

1
Client Reporting Portals John
Ferrari President CEO LightPort,
Inc. 888.800.0188 x2217 jferrari_at_lightport.com ww
w.lightport.com
2
Robust Admin Interface

• User level access permissions user specific
  site functionality report content

3
WYSIWYG Site Editor

• Auto archive all changes for compliance review
  and potential audit discovery.

4
Static Reporting

• Automatically split batch reporting files and
  upload to specific VirtualSafes
• Automatically email recipients that new
  reports are available
• Clients may also securely upload files directly
  from their computers

5
Dynamic Reporting

• Reports generated by client using data extract
  from portfolio accounting system
• Client can customize, archive, export, and
  print directly from portal