Improve oversight with better vision.
First Rate ExecView is an automated oversight and surveillance solution for wealth management firms. It allows you to analyze advisor performance and risk exposures, assess trends and identify outliers and exceptions, as well as meet your firm’s surveillance needs in the context of increasing regulatory scrutiny. Firms can customize views by using filters and select industry sectors, benchmarks, investment policies and other rules that apply to your firm’s business.
“By utilizing scalable technological solutions, businesses will be able to manage relationships with their end clients more effectively which in turn can grow their assets under management. This creates a win-win situation for both financial institutions and investors.”
– Oliver Wyman and BRINK/Marsh & McLennan Insights