The Compliance View software is written to accommodate small and large firms alike. Our data model is simple and flexible; integrations into our system are done through industry standard technologies and security.

To get started using the Compliance View software, your account data simply must be organized in a structure that the software may use. Standard integrations include XML files, verified and posted via secure webservices.

We share our standard data model with all our clients, and provide software to monitor designated areas of integration. Because our system is web-service based, integrations may be completed in a matter of hours after your account data has been made ready. Investor Reports may work with your IT staff, or organize custom integrations.

For more information, please contact us.