Helping municipal advisors manage the complicated process of regulatory compliance and client management
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 priorities
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 transaction 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 clients 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 implementing 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