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Treasury Management System (TMS)

Enterprise treasury for banks and corporates: cash & liquidity, bank account management, payments & SWIFT, FX/MM/securities dealing, risk & limits, hedge accounting, in‑house bank & netting — with straight‑through processing and full audit.

Optimised LiquidityPooling, forecasting, investment
STP by DesignFewer manual touches
Audit‑ReadyControls & segregation

Bank Account Management

Account master, signatories, KYC docs, fees analysis, and e‑banking connectivity.

Cash Positioning & Forecast

Intraday positions, sweeps/pooling, cash flow projections, scenarios & stress tests.

Payments & Collections

ISO 20022/MT messages, H2H, approvals, cut‑off & value‑dating, and reconciliation.

Dealing (FX/MM/Securities)

Deal capture, pricing, positions, confirmations, settlement, and blotters.

Market Data & Valuations

Curves, FX rates, volatility, MTM, PV, Greeks; Reuters/Bloomberg feeds.

Risk & Limits

Counterparty limits, VaR, sensitivities, stop‑loss, breaches & notifications.

Hedge Accounting

IFRS 9 documentation, effectiveness testing (prospective/retrospective), postings.

In‑house Bank & Netting

Intercompany loans, virtual accounts, AR/AP netting, and interest settlement.

Reconciliation & Nostro

Bank statement import (camt/MT940), auto‑match, breaks & investigations.

Collateral & Margining

CSA terms, margin calls, haircuts, and settlement processing.

GL Interface

Chart mapping, auto‑journals, and reconciliation to financial accounting.

Workflows & Controls

Maker‑checker, four‑eyes, segregation of duties, and audit trail.

Technology & Integration

SWIFT/ISO 20022 Host‑to‑Host (EBICS/SFTP/API) Reuters/Bloomberg Market Data Core Banking & ERP Data Warehouse/BI API‑First & SSO

What You Get

Free customization (workflow, reports) Trial access until go‑live Annual maintenance incl. change requests Migration templates & training On‑prem or cloud
Ready to customize
Centralize treasury, unlock liquidity, and reduce operational risk.
Share your bank list, payment formats, and dealing scope — we’ll configure and prepare a working trial.
Request Free Customization