Boulay’s client portal solution for the encrypted, bi-directional exchange and storage
of tax returns, financial statements and other files.
Boulay’s employee benefit administration portal solution to access information on
employer retirement benefits by participants, plan sponsors or advisors.
WealthNAV™ is your personal financial planning website and document vault. It is intended for the private and secure use of Boulay Wealth Management clients.
Boulay Portfolio Dashboard provides Wealth Management clients with access to consolidated investment performance, asset allocation, holdings, transactions, and gains/losses reports.