Hi, !

You currently have the following subscriptions:

Your membership will renew, unless you cancel, on


  • Has Betsy finished setting up the spreadsheet so that I can import their orders?  We can make it unique to each one for price and expiration.
  • What do you want them to see?
    • Credit card info? (They can update themselves)
    • Number of payments?
    • Membershp Level and benefits?
Loreen M. Gilbert, CIMA, AIF, CRC, CLTC – President, WealthWise Financial Services
Blue Vault
July 6, 2016

Our firm has been using Blue Vault from the first year it was available.

We have found it to be a valuable tool to verify what wholesalers tell us and to dig deep into how the reported investments are really performing.

We appreciate that Blue Vault has expanded its services from initially covering REIT's to now also including BDC's.

Our clients also appreciate that we conduct this additional due diligence on their behalf.