Flexible and Efficient
TreasuryView™ empowers users with a high degree of customisation, automatic updates and the ability to connect multiple locations in a single platform.
No Capex, No Installation
Web-based delivery allows TreasuryView™ to be accessed simply by logging-on to our secure site. Deals, asset classes or portfolios can be entered manually, using templates or imported from Excel.
As we operate on a subscription basis there is no capital expenditure.
This ensures you can get started with minimal disruption or resource requirement, and to manage liquidity and risk immediately.
User Empowerment
A high degree of customisation empowers the user to get the information they require in a format which suits their needs. This saves time and enhances communication.
Our flexible approach and infrastructure allow us to build new functionality in response to client requests, where commercial logic exists, allowing you to create your own treasury platform.
Compatible and Scalable
TreasuryView™ has full compatibility with Excel, facilitating the import or back-up data in an accurate and efficient manner.
New users and subsidiaries can be added or removed in minutes. As TreasuryView™ has been designed to be simple to operate and navigate it is possible to achieve results quickly.
Multi Location and Dashboards
TreasuryView™ can be networked around your organisation to provide a single platform.
With multiple locations sharing data and collaborating in a common format operational risk is reduced, communication enhanced, efficiencies derived and visibility promotes better accountability and financial risk management.
It is also possible to deliver a ‘dashboard’ version of TreasuryView™. This lighter functionality, which can be edit or read-only, provides visibility and empowerment at a local level while allowing the centre to consolidate and manage effectively. Dashboards can be customised and delivered at a fraction of the cost of the master license.
Future Proof
TreasuryView™ is regularly updated to stay abreast of developments, ensuring you future proof your treasury management.
Web-based delivery allows this to be implemented with no disruption or resource requirement on your organisation.
Affordable treasury infrastructure which can be implemented efficiently, delivers quick results and ensures you are future proofed.