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.

• Get a real-time digital view into your firm’s account universe.
• Access an unprecedented range of data mining and customization to allow interactive insights into investment trends and outliers.
• Gain systematic means of putting client interests first.
• Be better prepared for audits by solving data challenges.