What makes us different?

KFPD is a privately owned company with an innovative, client led approach. Our clients include Tier 1 investment banks, advisory firms, corporate and public sector Treasuries, with relationships based on the following foundations:

Industry expertise

Our team has extensive experience in the fields of risk management, derivatives, the capital markets and technology. We have worked for and with leading financial institutions, advisors and treasurers around the world. We understand the complexity associated with the changing financial market, regulatory and accounting landscape and deliver solutions to counter this.

Client led approach

We adopt a consultative, collaborative approach to understand our client’s critical business issues and deliver solutions which meet their needs. All solutions have a high degree of user empowerment including customizable analytics, reporting and dashboards. It is even possible to white-label TreasuryView™ to reinforce your brand.

High usability

Our no installation SaaS model and quick deal entry allow you to get started easily. Navigation is simple and users define which portfolios and functions they wish activated. Automation of market and portfolio tracking, risk analysis and reporting create process efficiency benefits. Interactive collaboration features make it easy to share data and communicate in real time.

Value for money

TreasuryView™ operates on a subscription basis, meaning no upfront Capex. Our modular approach ensures that clients pay only for what they truly need. Unlimited staff log-ins allows TreasuryView™ to be networked around your enterprise and create volume discounts. Automatic updates are provided regularly and free of charge.

Reliability

TreasuryView™ has grown through the greatest financial crisis of our times, demonstrating its resilience and ability to deliver tangible value to clients. This is underpinned by high standards in all areas, from data security to client service.