WealthEnV
Investor Advisor Matching & Financial Account Management
Otter Blotter
OtterBlotter
Set up a Meeting to Discuss Post-trade Sales Supervision Solutions
What is OtterBlotter ?
OtterBlotter is a post-trade Sales Supervision Blotter Review Tool, intended for Broker Dealers.
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User Data
We don’t keep your data. OtterBlotter references a set of rules against your trades to identify potential problems with them.
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User Functionality
OtterBlotter enhances your internal ‘Qualitative Trade Review’ by providing the additional FINRA recommended ‘Quantitative Review’, which identifies potential issues based on a set of configurable rules, curated by seasoned industry professionals. These rules can be customized for each firm.
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Privacy Policy
Click here for a copy of our Privacy Policy.
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Support
Click here to view help documentation, or contact us at admin@wealthenv.net.
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Terms of Service
Click here for a copy of our Terms of Service.
Set up Your Account
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