We don’t just determine what needs to be done—we make it happen.

Fairview provides the financial services industry with a full suite of tailored support services fueled by our proprietary technology and partnership with clients.

Our Services

We deliver comprehensive support services for investment advisers and other financial institutions through these five practice areas:

Compliance Administration

Whether you have an existing compliance program or need a completely new compliance infrastructure, we’ll work with you to ensure your program remains current, documented, and ready for regulatory review.

Cyber Solutions

Reduce risk and protect clients’ personal information as well as your reputation with comprehensive data and cyber security solutions, such as cyber and data security policies and procedures, program testing, and vendor due diligence.

Private Fund Administration

Have more time to focus on your investor relationships while getting an industry-leading client experience of your own with full-service private fund accounting, investor record keeping, and investor reporting.

Investment Performance Services

Get hands-on, ongoing performance and composite management support.

AML/CFT Services

Fairview's AML/CFT practice helps firms establish and maintain this program, helping to save time and reduce regulatory risk.

Regulatory Filings

Take the complexity and stress out of your investment company’s SEC EDGAR filing compliance with full-service assistance with filings, fund website hosting, and typesetting that leverages fintech far beyond the expected, from our affiliate company, FilePoint.

Average Client Profile

$2.7B

average AUM

employees

53%

of RIA clients manage an alternative strategy or private fund structure

We offer far more than decades of expertise—like a true sense of partnership paired with our own proprietary technology.

Experience the difference of working with Fairview for yourself.

Let’s Talk

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Fairview has been providing streamlined solutions to providers in the financial services industry since 2005. We are part of ViewPoint Partners, our employee-owned parent company for both Fairview and FilePoint, which provides regulatory reporting solutions for registered investment companies.