The Compliance View software was used successfully for eight years as the primary tool for individual account disputes, rescuing over 500 accounts and $10M in mishandled activity. Since 2006, the software went through a series of revisions and platforms, gradually becoming more expandable and accessible to a wider audience.
| Benchmark date | Description |
| 1998 | Compliance View launches with individual account reporting and analysis for recovery |
| 2006 | Compliance View goes online, accessible to small broker dealers, and announces the Executive Dashboard |
| 2008 | Compliance View migration to enterprise-class platforms provides a webservice-based architecture, and analysis engines capable of diagnosing thousands of accounts daily |