Yes, TreasuryView offers customer support for all users – including help with questions, features, or security concerns.

You can book a call with an expert in just a few clicks or reach out through your preferred channel. Whether you need onboarding help or have a specific question, the support team is ready to assist.

Support options include:

• 1-on-1 expert calls on request
• Multiple contact methods available
• Help with onboarding, features, and security

Visit the TreasuryView support page to connect

No, you don’t need your IT team to set up TreasuryView securely—it’s ready to use out of the box.

The platform is cloud-based with built-in security, so finance teams can get started without technical help.

If you choose to enable SSO, your IT or webmaster can assist.

Setup highlights:

• Secure from first login, no IT setup needed
• Optional SSO setup if desired, 2FA on demand
• Expert support available if questions arise

TreasuryView partners with trusted subprocessors to ensure secure operations and reliable data services.

Core infrastructure is hosted on Microsoft Azure, known for enterprise-grade security. For communications, SendGrid manages transactional emails like password resets. Market data is sourced via Infront and the European Central Bank (ECB).

Current subprocessors include:

• Microsoft Azure – secure cloud hosting
• SendGrid – email communication (e.g. account setup)
• Infront, Derivox & ECB – financial and market data providers

Our partner page. 

You can find TreasuryView’s Privacy Policy and Terms of Service directly on our website.

Aceess them here:

• TreasuryView Privacy Policy
• TreasuryView Terms of Service 

Let us know if you have any questions. 

TreasuryView offers key security features designed for finance teams handling sensitive data.

From unalterable audit trails to secure hosting, TreasuryView ensures your data stays protected and compliant—without needing extra IT setup.

Main security features include:

• Unalterable audit trail of users and transactions
• Data residency in Germany for compliance and privacy
• Dedicated cloud tenant & admin controls
• Single Sign-On (SSO) and 2FA  for secure access

Yes, TreasuryView provides comprehensive audit trails to support compliance at every level.

All user actions and data changes are recorded—covering transactions, portfolios, and business units—so finance teams and auditors can trace activity with confidence.

In the unlikely event that TreasuryView is unavailable, users temporarily lose access but their data remains completely safe and unchanged.

The platform’s architecture is built for resilience—application access and data storage are separated, ensuring no loss or corruption even during maintenance or rare outages. TreasuryView’s team is automatically alerted, initiates immediate remediation, and typically restores full access within hours.

Key safeguards:

• Highly reliable Azure-based uptime design
• Immutable, multi-location data backups
• Continuous monitoring and instant recovery response

No, you do not lose your data if you cancel your TreasuryView subscription.

Users retain full ownership and can export their complete portfolio at any time directly from the platform in Excel format. This guarantees ongoing control and transparency, even after subscription cancellation. TreasuryView’s data policy ensures that your information remains secure, private, and fully retrievable.

Key points:

• Full data ownership at all times
• Easy Excel export before or after cancellation
• Secure, GDPR-compliant data handling

Yes, your data is fully protected from cyberattacks under TreasuryView’s enterprise-grade security framework.

The platform uses layered security, continuous monitoring, and independent audits by LocateRisk to ensure maximum protection. Data is encrypted at rest and in transit, hosted in ISO 27001–certified EU data centers, and safeguarded through strict access controls.

Key security measures:

• Independent LocateRisk audit: 97.15/100 score
• End-to-end encryption and GDPR compliance
• Continuous system monitoring and threat prevention

TreasuryView automatically backs up all client data every 24 hours.

This routine backup process ensures that, even in the unlikely event of a system failure, the maximum potential data loss is limited to the most recent 24 hours. All backups are encrypted, securely stored in multiple EU data centers, and regularly tested for integrity.

Key assurances:

• Daily automated backups
• Encrypted, multi-location data storage
• Verified recovery procedures for business continuity

By default, only you—and anyone you’ve explicitly shared access with—can view your financial data in TreasuryView.

All information remains private unless you choose to share it with specific, registered TreasuryView users for collaboration. No unregistered or external users can ever access your data without your consent.

Key access controls:

• Private by default and shared only by user permission
• Access limited to authorized, registered users
• No external visibility without explicit approval