Firm58 Solution Overview

MARKET TRADING PROFIT & EXPENSE ANALYSIS

• Daily visibility into revenue streams and shortening of the billing cycle, resulting in improved transparency, more satisfied customers and faster payments
• In-depth analytics to drive better decision-making, leading to increased profitability, including the ability to verify monthly execution invoices and other features, down to measuring the effectiveness of a specific region, desk or even trader, and the profitability of each client
• Ability to automate accounting processes for soft dollar programs, payment requests and payment reporting with transparency that enhances customer satisfaction and improves loyalty

TRADE COMPLIANCE & SURVEILLANCE

• Daily online coordination and review of trading regulatory activity to ensure firms are meeting growing requirements
• Ability to track and manage trades to create an audit trail and reduce firm risk

NEW GENAI COPILOT FEATURE

Firm58 CoPilot, powered by GenAI, automates the process of analyzing trade reports, offering detailed insights into asset fees, commissions, trade volumes, and more. Users can initiate this feature by simply clicking the "Generate Insights" button in the Firm58 Analysis/Reports section. CoPilot then scans the data to provide a concise textual summary that highlights key trading activities and financial metrics. This enables faster, more informed decision-making, and aids in both compliance monitoring and financial planning.

BENEFITS

• Time Efficiency: Automatically summarizes reports, allowing users to get quick insights without sifting through dense financial data.
• Actionable Intelligence: Offers concise summaries that spotlight key trading activities and major expense contributors, leading to informed decisions.
• Compliance and Planning: Helps with compliance monitoring by summarizing complex financial data, also aiding in better financial planning.