Treasury Curve Money Fund Portal

Simplify Your Liquidity Strategy

Are you seeking to diversify your liquidity risk across multiple institutions without adding unnecessary costs and complexity? The Treasury Curve Money Fund Portal can help.

Treasury Curve Money Fund Portal

Simplify Your Liquidity Strategy

Are you seeking to diversify your liquidity risk across multiple institutions without adding unnecessary costs and complexity? The Treasury Curve Money Fund Portal can help.

Money Fund Portal FAQs

Treasury Curve’s Money Fund Portal is designed to simplify the management of your investments, across all the providers you choose, enabling you to position yourself to ensure preservation of principal, increase your liquidity and maximize returns – all within a single, user-friendly platform that is free.

The Money Fund Portal allows you to spread your investment risk across multiple institutions effortlessly, helping you to avoid over-reliance on a single provider and reducing the potential impact of institutional risk on your portfolio. Additionally, the platform’s direct trading feature means you can execute trades without relying on a third-party custodian, enhancing both security and liquidity.

You can access a broad selection of institutional money market funds, including treasury funds, government funds, prime funds, ESG funds, and enhanced cash/ultra-short-term bond funds.

The Money Fund Portal provides in-depth research capabilities, enabling you to effortlessly access detailed information about your current holdings and explore a wide range of institutional money market funds.

With Treasury Curve’s Money Fund Portal, you can register accounts directly with investment providers under your organization’s name and tax ID, so your financial institution knows you are doing business with them (which can help an organization fulfill credit requirements and get “relationship points.”). Additionally, users can set parameters to ensure they stay within their organization’s investment guidelines.

Direct trading on the Money Fund Portal offers improved liquidity as we eliminate the risk of money being stuck with a third-party custodian or only accessible via one bank account (which is problematic if that bank has issues).

The portal offers robust reporting tools that provide complete visibility over your investments. You can monitor holdings, balances, yields, and transaction details in real-time from any device, ensuring you always have the most up-to-date information at your fingertips.

Yes, the portal allows you to manage all your accounts and currencies within a single platform, reducing complexity.

Treasury Curve’s platform is independent, so one financial institution doesn’t know what you are doing with another financial institution. And we are natively linked to your banking information, enabling you to boost functionality with Treasury Curve Auto-Settle and Treasury Curve AI Sweep and upgrade to add Bank Visibility, Move Money, and Forecast Cash.

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*Any claims, statements or testimonials may not be representative of the experience of all clients and is no guarantee of future performance or success.

Investments like stocks, bonds, mutual funds and annuities are:
Not FDIC Insured | Not Bank Guaranteed | May Lose Value

Investments in money market funds are not guaranteed or insured by the Federal Deposit Insurance Corporation or any other government agency. While money market funds seek to maintain the value of your investment at $1.00 per share, it is possible to lose money by investing in these funds. The prospectus is available via the link to the asset manager on the Research page in the column entitled Fund Company URL. The prospectus contains more complete information about each Fund including distribution fees and expenses. An investor should read the prospectus carefully before investing or sending money.

Treasury Brokerage, LLC is a registered broker-dealer and a member FINRA/SIPC.

Securities offered by Treasury Brokerage, LLC a member of FINRA/SIPC.  |  brokercheck.finra.org

Securities offered by Treasury Brokerage, LLC a member of FINRA/SIPC.

brokercheck.finra.org

1.877.9TCURVE | info@treasurycurve.com

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