Streamlined and powerful process management

MuniVisor gives you a dashboard with full visibility of all your projects and all your tasks in one central location

Our unique and comprehensive dashboard continuously scans all active projects to help you stay on top of multiple projects

Automated project management tools keep you and your working group members up-to-date on deliverables and their status

Leverage powerful collaboration tools like configurable checklists, document management, CRM integration, and global search

Automate your transcation process

With automated workflows that track and manage transaction milestones, MuniVisor dramatically improves your daily efficiency

Working group communication is optimized and document management is a breeze

Access a comprehensive, cloud-based, fully-searchable and mobile-ready solution

Reprioritizie cients and tasks with fluid task management tools

A compliance virtual assistant

You can work collaboratively with CCOs, CEOs, and outside compliance advisors to configure and implement key compliance Policies and Procedures

MuniVisor houses all relevant client engagement documents with helpful alerts for new engagements

Our unique MuniVisor Compliance Action Center helps automate the complexity of demonstrating compliance with MSRB regulations

Stay in control of your compliance status any time, anywhere

Manage your sales pipeline

Stay on top of your transaction prospects and get clear visiblity into your revenue opportunities

Gain visiblity into your revenue opportunities in a glance

Easily add new leads right in the pipline tool or add them from the client/prospect tool

Manage any team size, from individuals to enterprise

Let us show you how MuniVisor

can help re-engineer the way you work!