gVue

gVue is a comprehensive solution for managing and monitoring your firm’s compliance activities. 

Our 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 reporting

gVue Features

Pre-Clearance

 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. 

Certifications and Policies

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

Dashboard

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

Personal Trading and Deal Monitoring

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

Business Rules and Reporting

 gVue’s powerful reporting feature allows you to quickly generate compliance review reports and trading summaries for employees to ensure a culture of compliance within your organization.

With its intuitive technology and easy-to-use dashboard and reporting functions, Greyline’s gVue offers you an easier path to compliance that ensures you operate within regulatory requirements, as well as company policies.

insider trading

Learn more about how we support financial services firms' global regulatory, operational and governance needs.

Greyline is pleased to announce that we have made the short list for the 2021 HFM U.S. Service Awards in the Best Advisory Firm and Best Technology Firm – Newcomer categories. The award winners will be announced on September 22.