Say goodbye to spreadsheets and disconnected systems
Monitor cashflow and FX portfolios in one centralised platform.
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From manual chaos to Treasury Intelligence
Monitor and manage in one platform
Centralised Visibility
Know your exposure in real-time
Stress-test before you act
Making FX management easier
Everything you need to manage your FX portfolio in one place.
Portfolio Manager
Frequently Asked Questions
Portfolio Manager is a central hub to track, manage, and assess your entire FX portfolio. It brings together your exposures, trades, and valuations — helping you stay informed and in control.
It’s built for finance teams and decision-makers managing multiple FX positions. Whether you hedge internally or work with a provider, Portfolio Manager helps you make clearer, faster decisions.
By combining real-time exposure tracking with a forward-looking view of your positions, it highlights what’s working, what’s at risk, and where you need to act.
You’ll get a clear breakdown of your open positions, hedge coverage, valuation performance, and upcoming expiries — all in one place, always up to date.
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