Open mobile menu
Make an inquiry

Featured Services

 

VIEW ALL SERVICES
Close
Home » Services » gVue

gVue

Overview Service locations Key contacts

Overview

With its intuitive technology and easy-to-use reporting functions, gVue offers you an easier path to over employee compliance with outside activities that ensures you operate within regulatory requirements, as well as company policies.

gVue is a comprehensive technology solution for managing and monitoring your business’s compliance activities. The platform gives you the ability to oversee:

  • Employees’ personal securities trading in publicly traded equities and bonds, private investments, cryptocurrencies and more
  • Political contributions
  • Outside business activities
  • Gift and Entertainment
  • Certifications and Attestations

View our brochure

Service locations

Pre-clearance requests

gVue’s customizable requests module allows users to seek approval for trades, political contributions, outside business activities and more. Firm policies are built into gVue, automating the review process.

Periodic reviews

gVue automates timely reporting of political contributions, gifts and entertainment, and outside business activities. The document repository makes all compliance documents accessible to users.

Dashboard

gVue’s centralized dashboard concisely displays all outstanding tasks, pending requests, and brokerage accounts. The user-friendly interface makes it easy for users to meet their compliance obligations.

Personal trading

gVue seamlessly links to more than 4,000 brokerages, allowing users to connect their brokerage accounts in seconds. Personal trading data is downloaded in real-time, automating the review process.

Reporting

gVue’s powerful reporting feature allows you to quickly generate compliance review reports and trading summaries of employees to for regulatory inquiry and internal recordkeeping.

Key contacts

Melsa McGarey

Director of Technology

United States

LinkedIn
Overview Service locations Key contacts
Make an inquiry

Brochure

gVue
Working with IQ-EQ has been seamless – you and your team understand our business, advise us appropriately, and handle your side of our collective partnership so that we can focus on making good investment decisions. Evan Gibson SVP, Merchants Capital

Get in touch with us today

We’re ready to listen.

Make an inquiry

Interested in joining our team?

We are always on the lookout for passionate people that possess IQ and EQ to join our growing team.

View job vacancies