Owny

What is Owny?

Owny is a financial technology company designed to help users manage capital, investors, and treasury. It provides an end-to-end solution tailored for funds, private portfolios, and correspondent account services, aiming to streamline private wealth management and facilitate global capital movement.

How does Owny work?

Owny operates as a comprehensive financial stack, offering various features that cater to different financial management aspects:

• Fiat Rails: Owny provides dedicated accounts to manage outgoing and incoming payments globally via Fedwire/SWIFT transfers.
• Transaction Reporting: The platform offers back-office tools to manage compliance, transactions, and custom updates. Interactive data management tools track interest, sales activity, and inventory.
• Administer Contracts: Users can create and share agreements to streamline closings, payments, and refunds.
• Ongoing Admin Help: A dedicated team of specialists is available to service users and their stakeholders.

Key Features and Benefits of Owny

• End-to-End Solution: Owny provides a comprehensive suite of tools for managing funds, private portfolios, and correspondent account services, eliminating the need for multiple platforms.
• Global Transfers: Facilitates worldwide transactions through Fedwire and SWIFT, ensuring efficient and reliable money transfers.
• Compliance and Reporting: Back-office tools help manage compliance, track transactions, and generate custom reports, ensuring adherence to regulatory standards.
• Data Analytics: Interactive data management tools allow users to track interest, sales activity, and inventory, providing valuable insights for decision-making.
• Contract Management: Streamlines the process of creating, sharing, and managing agreements for closings, payments, and refunds.

Why choose Owny?

• Efficiency: By integrating multiple financial management functions into a single platform, Owny improves operational efficiency.
• Transparency: Real-time transaction reporting and analytics provide clear visibility into financial activities.
• Support: Dedicated specialists offer ongoing assistance, ensuring users can effectively manage their financial operations.

Who is Owny for?

Owny is suitable for:

• Fund Managers: Managing funds and providing transparency to investors.
• Private Wealth Managers: Streamlining the management of private portfolios.
• Banks: Offering correspondent account services and managing global transactions.

Is Owny a bank?

Owny is not a registered broker-dealer or a bank. It is a financial technologies company that partners with SEC-registered investment advisers to offer investment advisory services. Owny does not provide legal, tax, or investment advice. All investment advisory services are provided by registered third-party advisors.

How to use Owny?

1. Sign Up or Log In: Access the Owny platform through the website or desktop app.
2. Manage Funds and Accounts: Utilize the dedicated accounts to manage incoming and outgoing payments globally.
3. Track Transactions and Generate Reports: Use the back-office tools to manage compliance and generate custom reports.
4. Administer Contracts: Create and share agreements to streamline closings, payments, and refunds.

By providing a holistic solution, Owny aims to redefine private wealth management and facilitate the seamless movement of capital on a global scale.