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
What’s a Treasury Robo Advisor?

Be A Hero

Put the power of a Treasury Robo Advisor™ to work for you

What’s a Treasury Robo Advisor?

Be A Hero

Put the power of a Treasury Robo Advisor™ to work for you

What’s a Treasury Robo Advisor?
  • 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
See How

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
See how

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
See how

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

See how

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
See how

Find out how you can be a hero

Get a Demo

Not quite ready? Tell me more.

Your cash balances may qualify you for our full suite of technology at no cost. Find out now

Call 1.877.982.8783