Designed specifically for the financial services industry and its professionals, FinOwl allows for the transfer and sharing of financial data and reports across your front, middle, and back office-workflows, while remaining SEC and FINRA compliant.
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A large and expensive information gap exists throughout the front, middle and back offices. Trading and market data platforms are expensive, and only partially fill the gaps when implemented company-wide. Enter FinOwl. FinOwl is your single solution across desktop, mobile, and web platforms that works where ever you do. It enables collaboration on trade analytics, decision-making, and reporting, allowing for increased efficiencies, enhanced reporting, and better client service.
All FinOwl trade data and financial reports are accessed and stored in compliance-approved platforms – Microsoft Teams and Slack. Because of its ease of use, it can provide a centralized location for compliance teams to monitor, and reduces the effort associated with reporting should an audit occur.
FinOwl can be customized by adding or modifying metrics, reports, and features that fit the particular needs of your organization. Best of all, trade data alerts can be automated.
Consultio comes with a beautiful collection of modern, easily importable, and highly customizable demo layouts. Any of which can be installed via one click.