Connected to the Banks and Brokers Your Clients Already Use.
Treasury4 brings your clients’ account, brokerage and facility data into one modern treasury platform, and strengthens the relationship they have with you.
What We Build Together.
Cash Management Banks
Account, statement and payment connectivity for shared clients. Referral, co-sell and embedded options.
Cash4 · Payments4Fund Finance Lenders
Facility and covenant data feeding Debt4, and a joint offering for fund CFOs.
Debt4Prime Brokers and FCMs
Statement, margin and collateral connectivity for Securities4, neutral across counterparties.
Securities4Technology and Implementation
Fund accounting, NAV, ERP and implementation services around the platform.
Integrations
We Sit on Top of Your Services,
Not in Place of Them.
Better Visibility for Your Clients
Your clients see and control every account and counterparty they use.
Less Servicing Effort
Clients see their own balances and payment status in Treasury4, so fewer routine requests reach your service team.
A Modern Platform for Your Clients
Offer clients a modern treasury view on top of your accounts, through referral, co-sell or embedded options.
Counterparty-Neutral
Treasury4 works across every bank and broker a client uses, so it adds to your services rather than competing with them.
Three Ways to Partner.
Integration
Documented APIs, joint testing and a listing in the partner directory.
Referral
Introduce clients who need a modern treasury view, with referral terms and co-marketing.
Service
For administrators who operate or offer treasury on Treasury4.
Your Clients Can Also Connect Directly to
Through direct API and host-to-host connections. Banks without an API connect through BAI2 and MT940 files.
Let’s Connect Your Clients.
Tell us about your firm and how you serve client treasury today. Our partner team will follow up.
