How AI Sweep Works

Automate Cash Investments

You set the rules for how much you invest and where your money is invested, allowing you to tailor investments to your organization’s specific needs and guidelines. AI Sweep will then automatically invest excess cash into money market funds from some of the world’s most notable providers.

You’re in Control

AI Sweep keeps you in control. You know how much cash you need to pay your bills, to ensure you don’t get a fee for insufficient funds and to qualify for any earnings credits. You pick how to allocate any amount more than that, so your money works for you, instead of sitting idle.

Simple & Secure

AI Sweep is simple to use, streamlining the investment process and reducing manual, repetitive tasks. It even works for redemptions to ensure that disbursement accounts have the required balances to pay bills. As always, your data is kept secure and confidential, but is now being used to your advantage.

Set limits based on what you know, then AI Sweep works for you.

Position your organization to potentially earn higher returns on idle cash, while remaining focused on preservation of principal and liquidity.

AI Sweep Benefits

Position Your Organization to Optimize your Cash & Investments

Invest your excess cash into money market funds you approve, positioning your organization to potentially earn higher returns, while remaining focused on preservation of principal and liquidity.

Save Time

Automate manual, repetitive tasks, freeing up your team to focus on strategic initiatives.

Protect Your Data

Keep your data secure, ensuring it is never exposed to the public domain.

Enhance Decision-Making

Monitor all your cash and investments and effortlessly invest idle cash – all from a single app.

Streamline Compliance & Control

Stay in control of your investments with customizable rules to help ensure you remain in compliance with your organization’s investment policies.

Position your organization to potentially increase returns, improve your liquidity, maintain your focus on preserving principle and save time. Enhance cash visibility, stay in control of your investments, and automate the investment of excess cash securely and efficiently with the Treasury Curve AI Sweep.