Be A Hero
Put the power of a Treasury Robo Advisor™ to work for you
See the big picture by bringing both cash and investments to one, mobile-accessible platform
- Automate repetitive tasks so you can focus on strategic initiatives
- Transform your treasury department from cost center to revenue generator
Be A Hero
Put the power of a Treasury Robo Advisor™ to work for you
Be A Hero
Put the power of a Treasury Robo Advisor™ to work for you
- See the big picture by bringing both cash and investments to one, mobile-accessible platform
- Automate repetitive tasks so you can focus on strategic initiatives
- Transform your treasury department from cost center to revenue generator
Make your cash and investments do more—intelligently and automatically
Earn interest by investing your excess cash and avoid idle balances
- Avoid overdraft charges by transferring money to underfunded accounts
- Minimize banking fees by meeting your bank’s minimum deposit requirement
Upgrade to a cloud-based, enterprise-class platform for free
- Eliminate additional fees for installation, training, bank connectivity or seat licenses
Don’t pay for modules you never use
- We manage the entire on-boarding process without your IT group’s involvement
Scale your operations cost-effectively
- Aggregate all of your financial institutions and accounts on to one platform
- Optimize your ROI by using current data to make smarter decisions
- Automate sweeps, debt payments, investments, workflow and enforce compliance
- Easily archive, add or delete financial institutions and signatories
Say goodbye to inefficiency so you can focus on strategy
- No more logging on to multiple bank and investment portals
- No more cutting and pasting to spreadsheets to determine your cash position
- No more risky, unreliable, expensive, non-standard peer-to-peer bank connections
No more wasting time on repetitive manual tasks
Protect your financial, user and vendor data
- FINRA regulated financial institution
- SOC2-Type II compliant technology and operations
- SWIFT (Category 1) direct connection – ability to send/receive all message types
- Microsoft Cloud Hosted – Microsoft Partner
Find out how you can be a hero
Not quite ready? Tell me more.
