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Cash Analysis
Deep-dive analytics on past treasury data
Current Day Reporting
Access same-day transaction data and real-time insights
Cash Forecasting
AI cash flow forecasts and scenario modeling
Bank Account Management
Centralized control and oversight of all your bank accounts
Bank Fee Benchmarking
Bank fee analysis and optimization
Partners
Our strategic partnerships
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Frequently asked questions
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SOLUTIONS
Cash Analysis
Comprehensive financial data analysis
Current Day Reporting
Access same-day transaction data and real-time insights
Cash Forecasting
AI cash flow forecasts and scenario modeling
Bank Account Management
Centralized control and oversight of all your bank accounts
Bank Fee Benchmarking
Bank fee analysis and optimization
COMPANY
Partners
Our strategic partnerships
About
Learn about our mission and team
FAQ
Frequently asked questions
Events
Upcoming events and conferences

Strategic
Partnerships

Partnering with industry leaders to deliver unparalleled financial technology solutions and drive exceptional value for our clients.

Morgan Stanley Logo

Morgan Stanley

Investment Management

Leveraging Morgan Stanley's expertise and leading investment tools to provide unparalleled value to our clients.

Learn More
Corpay Logo

Corpay

Treasury Solutions

Harnessing Corpay's innovative payment solutions to streamline financial operations and drive efficiency for our clients.

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Why Partner with Industry Leaders?

The Partnership Advantage

Enhanced Security

Bank-level security measures and compliance standards through our partnerships.

Integrated Solutions

SSO integration with our partners reduces friction, improves workflow and drives smoother treasury operations.

Global Reach

Expand your treasury capabilities through our partnerships, no matter where you operate.

Dedicated Support

Access to dedicated support teams to ensure seamless integration in your treasury operations.

Our Trusted Partners

Collaborating with global financial leaders to provide innovative solutions and exceptional value to our mutual clients.

Morgan Stanley

Empowering Financial Excellence Together

Morgan Stanley Provides Leading Investment Management Options

  • Market-leading technology providing seamless integration and single sign-on capabilities
  • Intuitive and user-friendly reporting and research tools providing in-depth insights for effective trading
  • Access to top money market fund providers through multiple operating models
Effortless Integration through Morgan Stanley's CashInvest Portal

Seamless Access with Single Sign-On (SSO)

Access all of Treasury Suite's services effortlessly through Morgan Stanley's CashInvest portal with Single Sign-On (SSO). This integration allows you to use your existing Morgan Stanley credentials for a secure and streamlined experience, eliminating the need for multiple logins. Enjoy enhanced security, simplified workflows, and unified access to both platforms, all designed to increase productivity and ease of use. Treasury Suite's SSO integration ensures you can manage your finances efficiently and confidently.

Morgan Stanley Logo

Morgan Stanley

Strategic Partnership

"Our strategic partnership with Morgan Stanley provides unique benefit options for our mutual clients. By collaborating with the industry leader, Treasury Suite offers enhanced financial solutions, streamlined processes, and unparalleled expertise. This partnership ensures our clients receive the highest level of service and value, with access to advanced financial tools and personalized support to their specific needs. Morgan Stanley is also able to offer creative and unique economics to subsidize incurred technology costs by our mutual clients."

Corpay

Corpay offers specialized treasury solutions to help businesses manage global cash flow and currency risk.

Services Offered

  • Cross-Border Payments
  • FX Risk Management
  • Multi-Currency Accounts
  • Enhanced reporting capabilities
  • Cost optimization tools
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Corpay

Strategic Partnership

Unlock Advanced Financial Solutions Today

Experience the benefits of our strategic partnerships. Contact us to discover how our combined strengths can provide tailored financial strategies and innovative solutions to elevate your business.

Call Now
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