Company2018-11-01T09:43:36+00:00

Why We Built The Market’s First Treasury Robo Advisor™

Treasury Curve was founded by a team of financial and technology innovators all-too-familiar with the pain treasury professionals face each day: How to efficiently manage both cash and investments, maximize idle cash and ensure compliance with company guidelines.

“With Treasury Curve, it has been much easier to diversify our cash and investments across multiple holdings and financial institutions.”

Matthew Potter, CFO, Delphi Ventures

Smarter. Better. Faster.

We set out to build a better solution. Our cloud-based platform streamlines the manual, repetitive processes that can consume your entire day. We make it easy to uncover free cash and automatically allocate and optimize it.

Consolidated View of Accounts

We’ve built a new solution that brings together cash and investments onto a single screen. In one keystroke, you see all balances and transactions across all of your financial relationships and automatically invest that cash in full compliance with your guidelines.

Technology Innovator

The process improvements we deliver to treasury departments is the reason we coined the phrase, Treasury Robo Advisor™. Our technology is redefining the way treasury departments operate.

Be A Hero

Let our team help you transform your treasury department from cost center to revenue generator.

Let’s Talk Today

Not quite ready? Tell me more.

“With Treasury Curve, it has been much easier to diversify our cash and investments across multiple holdings and financial institutions.”

Matthew Potter, CFO, Delphi Ventures

Smarter. Better. Faster.

We set out to build a better solution. Our cloud-based platform streamlines the manual, repetitive processes that can consume your entire day. We make it easy to uncover free cash and automatically allocate and optimize it.

Consolidated View of Accounts

We’ve built a new solution that brings together cash and investments onto a single screen. In one keystroke, you see all balances and transactions across all of your financial relationships and automatically invest that cash in full compliance with your guidelines.

Technology Innovator

The process improvements we deliver to treasury departments is the reason we coined the phrase, Treasury Robo Advisor™. Our technology is redefining the way treasury departments operate.

Be A Hero

Let our team help you transform your treasury department from cost center to revenue generator.

Let’s Talk Today

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

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WHAT’S A TREASURY ROBO ADVISOR™?

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Product Interest
Choose one or more of the following:
Treasury Robo Advisor™ - Automates repetitive tasks. Determines how to allocate free cash.

Individual Modules:
VISIBILITY - See daily balances and transaction details across all of your banks
FORECAST - Enter projections, move money, reconcile accounts, analyze variances
COMPLIANCE - Set limits that automate multi-bank sweeps
MONEY FUND PORTAL - Manage investments across all of your accounts and currencies
PAYMENT FACTORY - Automate bank payments and ERP reconciliation