Take Control
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
Take Control
Put the power of a Treasury Robo Advisor™ to work for you
Take Control
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
- SOC2-Type II compliant technology and operations
SWIFT Category 1 member – A Supervised Financial Institution that can send/receive all message types via a direct connection
- Microsoft Cloud Hosted – Microsoft Partner
Find out how you can take control
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
Securities offered by Treasury Brokerage, LLC a member of FINRA/SIPC. | brokercheck.finra.org
