Solutions · For Accountants
See your clients' FX risk, and advise with numbers.
Every client's exposure, hedge cover and value dates on one console, with the rate their bank gave them benchmarked to mid-market. Turn a year-end surprise into advice you can give in the moment, backed by numbers instead of a spreadsheet.
The problem
A client asks if their bank's rate was fair, and there's nothing to check it against.
FX gains and losses land in the accounts at year-end, long after anyone could act, and every client's exposure sits in its own spreadsheet, if it's tracked at all.
What you get
FX risk, turned into advice you can give.
Every client's risk on one console
Exposure, hedge cover and value dates across your whole book of clients, live, so a review opens on real numbers instead of a spreadsheet from each one.
Benchmark the rate their bank gave them
Run a free counterparty audit on a client's trade history. Treasurii benchmarks each one to the mid-market rate and ranks the spread each bank took, in pips and pounds.
Advice backed by numbers, not opinion
Every figure is exportable and traced to the rate and rule it came from, so a recommendation stands up in the client meeting and to their auditor.
Offer it under your own brand
Give clients a live risk view as part of your service, on your branding and your pricing, through the partner programme.
The client console
Every client's risk, on one screen.
Exposure, hedge cover and value dates across your whole book, each client benchmarked to the mid-market rate, so a review opens on live numbers instead of a stack of spreadsheets.
See it across your clientsWhat powers it
The platform behind the advice.
Free counterparty audit
Upload a client's trade history and see the spread every counterparty took, benchmarked to mid-market. Free on a 14-day Lite trial.
ExploreThe risk picture
Live exposure, hedge cover and policy monitoring across entities and currencies, the same view a client's finance team works from.
ExplorePartner programme
Distribute Treasurii under your own brand and pricing, with a live view of every client from one console.
ExploreBring FX risk into the advice you already give.
A 30-minute demo covering the client console, the counterparty audit and the partner programme.