Solutions Overview

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Leveraging Technology and Automation to Meet Management Oversight and Regulatory Challenges

ExecView is a web-based software designed to meet financial firms’ surveillance needs in the context of increasing regulatory scrutiny. Powered by First Rate’s proven performance calculation engine, it takes your review process from due diligence uncertainty to performance data clarity in a few clicks.

A surveillance tool to automate oversight and assess performance

Cost-effective, high-volume and customizable, ExecView is essential for being agile in a new regulatory landscape and building a next-gen value proposition because it:

  • Puts the power of data mining to work for your firm by revealing trends, identifying outliers and preventing problems before they occur
  • Cuts drastically the time and cost it would otherwise take to conduct oversight on each account or portfolio using labor intensive, spreadsheet oriented analytics.
How ExecView Fits Your Firm’s Needs


Technology is the Answer for Fiduciary-Regulated Advisors [Infographic]