Why Treasury Curve?

Unified. Simplified. Diversified. Amplified. Optimized.

Why Treasury Curve?

Unified. Simplified. Diversified. Amplified. Optimized.

Treasury and finance professionals face increasing pressure to ensure every dollar is working efficiently – whether it’s covering operational needs or maximizing returns through investments. Traditional treasury management systems often lack the unified tools needed to manage both cash and investments, leading to missed opportunities and inefficiencies. Treasury Curve is the only platform that, natively, simply, and affordably, delivers all the essential tools organizations need to manage and optimize both cash and investments.

What Sets Treasury Curve Apart?

Unified Cash & Investment Management

Manage and optimize both your cash and investments from a single, user-friendly platform, eliminating the need for multiple systems and the inefficiencies they create.

Simplified Treasury Management

Gain affordable, essential functionality without the complexity. This enables you to focus on what matters most – optimizing your treasury.

Amplified Financial Access

Expand your options with direct connections to more than 11,000 financial institutions. Access a broad array of money fund share classes from top asset managers, giving you more low-fee choices for your treasury strategy.

Diversified Operations

Treasury Curve operates independently, ensuring it isn’t tied to any single bank or asset manager. This enables financial institutions to maintain client engagement while keeping their clients’ activities with other institutions confidential.

Optimized Treasury

By giving treasury and finance professionals greater control and visibility, Treasury Curve makes information more accessible, increasing your ability to gain insight and act on it.

Simplify your treasury management and optimize both cash and investments with Treasury Curve – the only platform built to do both, affordably, independently and effectively.

“We have become much more efficient with Treasury Curve. For example, it used to take us six hours a week to prepare our management reports. With the Treasury Curve Dashboard, it’s now just a 30-minute task. Additionally, unlike in the past, all of our global finance colleagues can go to a single place and access data to view current and historical cash reporting. Suffice it to say, Treasury Curve has been instrumental in creating efficiency to scale our cash management processes in treasury and delivering real-time reporting to our senior executives.”

—Robert Lau, Treasurer, Informatica, LLC

Autonomous Treasury FAQs

Common inefficiencies in traditional treasury management include manual processes that lead to data entry errors, delayed decision-making due to lack of real-time data, fragmented systems that make it hard to consolidate information, and high operational costs due to these inefficiencies. Traditional treasury management also creates a risk for compliance, as workflow and approvals are managed via email, etc. This makes audits difficult as you must demonstrate workflow and compliance done outside of a controlled and protected environment.

Autonomous treasury solutions centralize data in a secure environment, provide real-time reporting, reduce manual data entry errors, and streamline processes. This leads to faster decision-making, improved accuracy, and significant cost savings. Autonomous treasury solutions also enable you to reallocate staff time to projects that have the potential to impact the bottom line in a more meaningful way and are more rewarding to work on.

Autonomous treasury solutions automatically generate reports from aggregated bank data. From there, you can see what you need to, generate insights, and act on those insights – across both your cash and investments.

By having all your accounts, across all your financial institutions, for both cash and investments, in one place, you can now put in place controls to ensure you comply with the guidelines you set. For example, you don’t have to set up the same controls at each of your financial institutions, separately.

Yes, modern automated treasury management solutions are designed to integrate seamlessly with existing ERP and financial systems, enhancing the flow of data across the organization. Some autonomous treasury solutions provide APIs that make it easy, fast, and secure to transfer data. The best autonomous treasury solutions are supervised financial institutions that have access to more than 11,000 financial institutions – not just the 50 or so of them that have APIs.

Autonomous treasury solutions streamline investments and improve processes such as bank visibility, cash forecasting, reconciliation, money movement and integration, reducing the need for manual, repetitive tasks. Taking mundane work off your staff’s plate increases employee satisfaction by freeing them to focus more time on projects that are more impactful to the bottom line and more fulfilling to work on.

With the right automated treasury management solution, treasurers can aggregate data from all their financial institutions, analyze the data to uncover insights, create workflow and compliance rules to act on those insights, and report on their actions.

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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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