Say goodbye to spreadsheets and disconnected systems

Monitor cashflow and FX portfolios in one centralised platform.

From manual chaos to
Treasury Intelligence

The traditional way

Manual spreadsheets, fragmented data, delayed insights, reconciliation headaches.

The Bracket way

Everything unified in one platform, with intelligent automation and real-time visibility.

Intelligent Analysis

Monitor and manage in one platform

Centralised Visibility

See every trade across all counterparties in one dashboard, no blind spots, no surprises.

Know your exposure
in real-time

Get live valuations and spot concentration risks across currencies and providers to make faster hedging decisions.

Stress-test before you act

Run quick scenarios to see market impact and adjust your strategy before rates move.

Making FX management easier

Everything you need to manage your FX portfolio in one place.

Counterparty audit

Identify concentration risks, optimise provider usage, and make more informed hedging decisions.

Expiry calendar

Never miss a settlement date. See all your upcoming expiries at a glance and stay ahead of renewals.

AI trade scanner

Drop in any trade confirmation and let AI extract the details instantly. No more manual data entry.

Platform features
The best in class tools

Confirmation upload

Drag and drop your pdfs into the platform

Expiry calendar

Get a clear overview of your upcoming expires

Scenarios anaylsis

Create scenarios to see how your portfolio performs whent the market moves

Live Valuations

Your portfolio and trades independently valued keeping in line with Regulatory and Accounting Standards

Liquidity pool

A robust and comprehensive liquidity pool designed to meet your needs in the FX market

Dervi Ai

Unveil the cost behind complex transaction cost.

Portfolio Manager

Frequently Asked Questions

What is Portfolio Manager?

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.

Who is it for?

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.

How does it help me manage risk?

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.

What can I see inside Portfolio Manager?

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.

Step into the future with modern treasury