How firmView Works
As intermediary, firmView provides services for the soft-dollar institutional agency broker/dealer (Broker), the investment manager (Manager) and soft-dollar service provider (Service Provider). The Company seeks to become the principal party to whom these clients will outsource non-core clerical processes, such as the payment of services.

firmView Services
firmView offers a complete, end to end service package including:

• Set up and recording of brokers' service commitments with service providers and investment managers.
• Application of a workflow process for all invoices received, per commitment.
• Invoice data entry, including optical scanning of invoices.
• Invoice payment from broker's designated banking accounts (as requested).
• Online reports categorized by the service providers to help create the classification of their services according to suggested SEC guidelines as well as SIC codes (where applicable).
• Information fed-back to broker's internal systems through XML data exchange, eliminating manual labor.
• Pre-formatted reports that are consolidated, easy to read/understand, and provide all participants involved in the transaction loop with the same up to the minute information.
• Cash-flow management services that help schedule future payments by the broker thus providing information to the relevant service provider concerning their future receivables.