We offer three plans that scale with your business.
Unify fragmented banks and internal systems into a golden record of truth
Leverage your golden record into cash management automation
Optimize working capital with
yield management automation
Each plan unlocks an additional level of the TreasurySpace platform
Professional | Premium | Enterprise | |
---|---|---|---|
Data Management - Input | |||
Import: CRM | |||
Import: Documents | |||
Import: Origination & Closing | |||
Import: Servicing & Administration | |||
Import: BAI/2 | |||
Import: Accounting | |||
Import: Compliance | |||
Import: Rates & Indices | |||
Data Management - Enhance | |||
Diagnostic: Data Freshness | |||
Diagnostic: Data Sparsity | |||
Calculate: Totals & KPI | |||
Calculate: Servicing Charges & Fees | |||
Calculate: Yield Variance & Opportunity | |||
Data Management - Output | |||
Exports | Limited | ||
Reports & Dashboards | Limited | ||
API | |||
Wallet | |||
Portfolio Alerts | Limited | ||
Portfolio Reports | Limited | ||
Portfolio Dashboard | Limited | ||
Portfolio Navigator | Limited | ||
Banking & Yield Quoting | |||
Origination | |||
Portfolio Alerts | Limited | ||
Portfolio Reports | Limited | ||
Portfolio Dashboard | Limited | ||
Portfolio Navigator | Limited | ||
Deal Pipeline | |||
Deal Sizing & Underwriting | |||
Deal Closing & Checklists | |||
Deal Commissions & Fees | |||
Servicing | |||
Portfolio Alerts | Limited | ||
Portfolio Reports | Limited | ||
Portfolio Dashboard | Limited | ||
Portfolio Navigator | Limited | ||
Depositor Documentation & Legal | |||
Depositor Billing & Collection | |||
Depositor Reporting & Compliance | |||
Depositor Requests | |||
Notices & Letters | |||
Support & Control | |||
Self-Service Knowledge Base | |||
Priority Support | Limited | ||
User Training | Limited | ||
Customer Success | Limited | ||
White-label Branding | |||
Single Sign-On (SSO) | |||
On-Premise / Segregated Instance | |||
Custom Legal |
Our white glove onboarding team will support you every step of the way.
We are confident in TreasurySpace's value for customers who are free to cancel at any time.
We own the work of implementing your portfolio with regular communication to ensure success.
Even the best software is only as good as its users have been trained and engaged. We lead the way.
"TreasurySpace's cash management technology positions us to optimize our working capital, increase yield, and reduce risk."
- Amer Malas
Gain access to TreasurySpace's modern command center for working capital.
Signup today