Why firmView?
The soft dollar payment process is a complicated and an unnecessarily time consuming administrative headache for all parties: Brokers who have to provide payments, Investment Managers who have to manage their multiple brokers' service payments and commissions, and Service Providers, who tie the industry together with information, need to be paid for their research/services. They must also comply with internal and external regulations, adding a layer of reporting that is, in itself, a frustrating and time consuming process.

With firmView in the middle of the soft dollar payment, reporting and record-keeping process, all participants can get back to the business of investing vs. the business of complex and inefficient administrative processes.