Client Dashboard Overview

by Hedgebook | Video

Hedgebook’s Client Dashboard tool is recommended for anyone managing customer hedging positions or responsible for identifying new treasury management opportunities within a client base. It has powerful sort and filter functionality that rapidly analyses positions, helping you to put the right currency management strategy forward, at the right time. Easy to install and use – you have better conversations adding greater value across every client in your forex portfolio.

About Hedgebook

Hedgebook is committed to designing simple, yet highly effective, treasury management tools to let those who use them make smarter decisions – faster.  That includes encouraging real-time collaboration between corporates and the banks, brokers, auditors and advisors that support them.  Used by companies the world over, Hedgebook is leading the evolution to effective anytime, anywhere currency management through its secure cloud platform.

Watch GFT webinar with Guidewire on insure tech on-demand!

Other | Insurance Watch GFT webinar with Guidewire on insure tech on-demand!

GFT
NXTsoft Welcomes New Customer: First Bank Kansas

Case Study | Financial Services NXTsoft Welcomes New Customer: First Bank Kansas

NXTsoft
How Does NXTsoft OmniConnect Work for Financial Institutions?

Video | Banking How Does NXTsoft OmniConnect Work for Financial Institutions?

NXTsoft
NXTsoft Develops API Connectivity-as-a-Service between HubSpot CRM System and Fi

Other | Banking NXTsoft Develops API Connectivity-as-a-Service between HubSpot CRM System and Fi

NXTsoft
Article: FROM MASS AFFLUENT TO HNWIS

Other | Asset management Article: FROM MASS AFFLUENT TO HNWIS

ERI Bancaire S.A.

Other resources from Hedgebook

Hedgebook Audit eBook - confidence amidst complexity

Best Practice | Accounting Hedgebook Audit eBook - confidence amidst complexity

Hedgebook
Client Dashboard Overview

Video | Banking Client Dashboard Overview

Hedgebook
Hedgebook Fact Sheet for Auditors

Brochure / Fact Sheet | Accounting Hedgebook Fact Sheet for Auditors

Hedgebook
Hedgebook Corporate Fact Sheet

Brochure / Fact Sheet | Risk management Hedgebook Corporate Fact Sheet

Hedgebook
Hedgebook Bank / Broker Factsheet

Brochure / Fact Sheet | Banking Hedgebook Bank / Broker Factsheet

Hedgebook
FX Risk Management eBook

Best Practice | Banking FX Risk Management eBook

Hedgebook
Hedgebook Independent Financial Instrument Valuations

Video | Accounting Hedgebook Independent Financial Instrument Valuations

Hedgebook
FX Exposure Tool

Video | Banking FX Exposure Tool

Hedgebook