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Hazeltree Treasury Management
from Hazeltree
Treasury management solution designed specifically for fund managers. Features include cash optimization, liquidity management, FX hedging, cash sweeps, counterparty management, and reconciliation. Provides consolidated cash visibility across multiple prime brokers, custodians, and bank accounts.
Category:
Treasury Management Systems (TMS)
in:
Cash Management
Comprehensive platforms that integrate cash management, forecasting, and bank connectivity. These systems provide real-time visibility into global cash positions, automate reconciliation processes, and manage internal and external cash flows.
Analysis on right >
Treasury Management Systems (TMS) analysis
Implementation & Support
(6 Yes /6 Known /8 Possible features)
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1. 24/7 Support Availability
Round-the-clock customer service access.
24/7 support availability featured as part of enterprise support.
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2. Customer Community Forums
User-to-user support and product improvement discussions.
No information available
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3. Customizable Onboarding Programs
Tailored onboarding processes to fit organizational structure.
No information available
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4. Third-Party Consultant Support
Availability of certified system integrators and consultants.
Hazeltree partners/certified integrators mentioned for consultancy.
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5. Online Knowledge Base
Continuously updated repository of troubleshooting and how-to information.
Online documentation and knowledge base offered for troubleshooting and learning.
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6. Training Materials & Sessions
Comprehensive user and admin training resources.
Training and onboarding assistance referenced as part of customer experience.
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7. Dedicated Support Team
Tiered help desk and escalation procedures.
Dedicated support and escalation process detailed on support page.
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8. Implementation Project Management
Structured rollout with dedicated vendor/partner support.
Dedicated project management for new clients is listed in implementation services.
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User Experience & Collaboration
(4 Yes /4 Known /8 Possible features)
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System Administration & Maintenance
(1 Yes /1 Known /8 Possible features)
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Reporting and Business Intelligence
(2 Yes /2 Known /9 Possible features)
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Security & Controls
(3 Yes /3 Known /8 Possible features)
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Accounting and Reconciliation
(0 Yes /0 Known /9 Possible features)
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Risk Management & Analytics
(1 Yes /1 Known /8 Possible features)
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Liquidity Management
(3 Yes /3 Known /10 Possible features)
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Payment Management
(8 Yes /8 Known /11 Possible features)
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Bank Connectivity & Integration
(3 Yes /3 Known /11 Possible features)
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Cash Positioning and Forecasting
(11 Yes /11 Known /12 Possible features)
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Publicly available data, summarised using AI.
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