Alternatives to Picante

Make tax reporting easy, reliable and accurate with Koinly. Simply connect your exchange accounts / public addresses and let Koinly calculate your capital gains, then generate a tax report for next year. Your final report is accepted by your tax agency and easy to print & file. Koinly is an accounting and tax reporting software for cryptocurrency investors, hobbyists and accountants. With over 700 integrations, Koinly supports over 400 Exchanges, 100 Wallets and over 170 Blockchains. This makes it easier for you to get the most out of your crypto capital gains. All your transactions in one place No more going back and forth between different accounts and wallets. Easily sync your data to Koinly and get a complete picture of all your trading activity. Easily track your crypto assets & taxes View your total holdings and portfolio growth over time - across all your wallets and accounts - along with your tax liabilities. Easily find and fix issues with your transactions Say goodbye to absurd gains and inaccurate tax reports. Koinly is packed with tools to help you find problems with your transactions. Reliable cryptocurrency tax reports Preview your capital gains and taxes for free and generate tax documents.

ZenTreasury empowers CFOs, treasurers, and finance professionals to optimize financial operations with a unified Treasury Management System (TMS). Our platform simplifies cash forecasting, lease accounting, and treasury workflows, delivering real-time insights and automation to reduce complexity and ensure compliance. Start for free with our Freemium plan, perfect for cash forecasting and liquidity management, or scale with Premium plans offering advanced features for growing organizations. ZenTreasury’s lease accounting module streamlines IFRS 16 compliance, providing automated amortization schedules, critical date tracking, multi-currency support, and cost center allocations—all validated by an international audit firm for trusted accuracy. In treasury, ZenTreasury enables seamless financial contract management, risk mitigation, and cash flow optimization with powerful reporting and analytics tools. Available as a secure SaaS solution or Private Cloud deployment on Microsoft Azure, AWS, or Google Cloud, ZenTreasury adapts to your needs with enterprise-grade security and scalability. Join the growing list of finance professionals transforming their operations with ZenTreasury today.

SAP S/4HANA Public Cloud: The Intelligent ERP Solution. Accelerate your digital transformation with AI-powered insights, industry best practices, and a user-friendly interface. Streamline operations, make informed decisions, and unlock new growth opportunities. SOX & GAAP compliance Financial controls, forecasting & Reports, Treasury & tax Process Automation (AI, Machine Learning, Robotic Process Automation) Supply Chain & Inventory Templated Integrations Manufacturing and the ability to scale... Take the lead in industry innovation to drive top-line, green-line and bottom-line growth. Never stop improving. Continuous insight is the key to optimizing business functionality and processes. Securing your success is a matter of choosing a partner who will be there for you

Cryptio is the leading enterprise-grade accounting, tax, financial reporting, and audit preparation solution. It is a complete back-office platform that delivers financial integrity and accountability for businesses in crypto. Our software assists crypto-native financial institutions, accountants, auditors, and financial institutions in navigating the fragmented digital asset landscape with confidence. Cryptio allows you to track assets and transactions from DeFi protocols. It simplifies accounting and back-office operations, including: - Importing cryptocurrency activity (especially on-chain transactions). - Auto transaction labeling, cost base (FIFO & WAC), gains/loss reporting Sync transactions to your accounting software - Xero, Quickbooks, Netsuite, and SAP - Report generation for portfolio balances, transaction history, asset breakdowns & more Cryptio has been trusted by top crypto businesses such as Consensys, Metamask, Uniswap, and Worldcoin, as well as financial service providers like Mazars or Grant Thornton.

Set up alerts and analyze your portfolio to get real-time insight. Get a market overview and track coins in your watchlist. Just a few clicks and you can file your crypto taxes! Accointing offers an intuitive dashboard that is available on both mobile and desktop. It allows you to track your transactions and performance in real-time, with an amazing user experience. We make it easy to connect your wallets and exchanges via API or CSV. The platform supports over 300 exchanges and wallets via mobile or desktop. Your tax report is available in just 5 clicks and can be customized to your country. To find out more, select your country. Review the performance of the crypto market and research the most popular tokens. Add them to your watchlist.

CAPIX, a cloud-based treasury/investment solution, provides users with a central platform that allows them secure and centrally manage corporate treasury operations and investment operations. CAPIX incorporates advanced cash flow management technology and forecasting technology. CAPIX is powered by Microsoft Azure cloud infrastructure, which allows users to access information and applications on the go via any PC, tablet or smartphone with an internet connection. CAPIX supports trading in various financial securities.

Track your crypto trades and see your profits. You can quickly generate the crypto tax forms and financial reports you need. ZenLedger is compatible with all major exchanges including Binance, Coinbase, crypto including Bitcoin, Ethereum, Litecoin, and fiat currencies. ZenLedger will produce P&L statements for you and your tax professional, regardless of whether you are a day trader, miner, or Hodler. ZenLedger imports all transactions and prepares your documents. This includes the Capital Gains Reports and Income Reports as well as the Donation Reports and Closing Reports. ZenLedger can also connect you with a crypto tax professional (Tax attorney, CPA, and/or Enrolled Agent) to help you get your taxes done quickly, efficiently, and with the best tax strategies. All fully prepared plans include the 1040 and all schedules. All packages are subject to time limits.

As part of our mission, we help companies unlock the power of their Treasury data. We create dynamic tools and solutions to deliver powerful and actionable insight for company decision makers and their teams. These tools help them better understand their company, identify issues and opportunities quickly, and make informed decision. We provide our customers with the key to unlocking the incredible potential of their own treasury information. Treasury data includes all the facts, statistics, details, and figures, both direct and indirectly, about mission-critical financial risks and flows. It can be viewed like an ecosystem of interconnected data sets. These include balances, transactions and forecasts, payments rates, exposures debt, equity, accounting, tax and legal data. The depth and breadth in your treasury information is a great source of power that's waiting to be unlocked.

Automate and optimize the treasury of your company. Take control of your treasury, and optimize your liquid management processes. Visualize and automate forecasts, reports, cash flows and debt positions. Connect your ERP, accounting system, and FP&A platform to create short, medium, and longer-term liquidity forecasts. Monitor your budget and planning scenarios efficiently. Automate over 90% of your Treasury's accounting entries using generative artificial intelligence. This will ensure accuracy and continuous updates of your accounts. Systematize your reporting, treasury indicators and preparation time to reduce decision-making time and speed up the preparation process. Manage all your payment processes from one platform. Accounting and reconciliation can be automated in your ERP without human intervention.

Any treasury department must have visibility and clarity into cash and liquidity. It is almost impossible to support strategic business goals and financial decisions without this information. Kyriba provides accurate and timely global cash visibility. This allows treasury teams the ability to create accurate forecasts that can be trusted throughout the organization. Kyriba's cash forecasting capabilities are unrivalled. There are many options for entering, modeling, importing, and measuring the effectiveness. Clients can extend the accuracy and horizon for their cash forecasting by using this tool, whether it is day, week or month. It can be difficult and confusing to manage multiple global bank accounts. There are potential security and compliance risks. Kyriba's bank management solution eliminates these concerns. It allows for better control over all global bank account accounts, including segregation, audit trails, signatory tracking and FBAR reporting.

Treehouse is the most comprehensive portfolio tracker you have ever seen. It helps you manage your DeFi positions. Treehouse allows you to take complete control over your DeFi positions. Our platform analyzes transactions and public Blockchains to provide meaningful data for everyday DeFi investors. It can be difficult to monitor your DeFi assets across multiple chains. We are working on one blockchain at a given time, starting with BSC and Ethereum. Our systems are connected with live nodes and modeled on TradFi institution databases, ensuring consistent accuracy and reliable data. It can be difficult to manage your DeFi positions. We provide the most comprehensive DeFi analytics to assist you in making the best financial decisions. Multi-chain view of all wallets on one screen You can track your portfolio's historical and current health, toggle between filters, or benchmark your performance using TradFi indexes such as the S&P 500.

Our technology allows you to embed digital dollar accounts, real-time payments and other financial services into your products and service offerings. This opens up new financial opportunities for customers. Simple API or online dashboard which allows you to customize and control your experience. US-based digital dollars accounts with segregated fund, real-time settlements across borders, savings and competitive FX rates. Our simple, secure and developer-friendly API will help you bring borderless payments and digital dollar to your business. Boost the speed of international trade and commerce for businesses. Help companies manage their treasuries without errors or delays. Help your customers accept payments from users outside their borders. Your customers can instantly access US dollar accounts and credentials for US banks. Paying global employees accurately and in compliance with the law is important for businesses. Customers can send and receive money quickly and cheaply with our quick and affordable transfers.

Your crypto wallet for scaling your business. Automate payments, offramps to fiat, tracking wallets, and scale your crypto business. Automate your payments and regain control. All your payments can be managed from one place. Access wallets to the right people. You can easily switch from crypto to fiat with our USD and EUR accounts. We won't close you out. Batch payments are possible. Scale your payment schedule. Modify the way you pay your employees. Upload and track all your wallets, from Coinbase to Metamask, BTC, ETH, hardware, multisig. One source of truth that updates automatically, and even tracks complex DeFi protocol. Our dashboard allows you to monitor financial performance in real-time. Instantly generate a report Automate your reporting and get clarity on your expenses. Regular contacts are now names, not long wallet addresses, thanks to the built-in addressbook.

HighRadius is a Fintech SaaS company that utilizes AI-based Autonomous Systems to automate finance processes such as Order-to-Cash, Record-to-Report, and Treasury management for businesses. Our Autonomous Software platform for the Office of the CFO is AI-driven, enabling companies to lower DSO, optimize working capital, fast-track financial close, and improve productivity. HighRadius has helped over 700 leading companies, including large corporations and mid-size enterprises, to transform their finance processes in O2C, treasury, and R2R. Our Order-to-Cash solutions include Credit Risk Management, AR Collections, Cash Application, Deduction Management, and E-Invoicing and Payment software. For Treasury management, we offer Cash Management and Cash Forecasting software, while our Accounting solutions comprise Financial Close Management, Account Reconciliation, and Anomaly Management software.

CFOs and controllers have to report fast and accurate financials. Manual accounting is still available, as well as the many systems that result from acquisitions. Fiserv can help resolve these disconnects. Prologue™, Financials from Fiserv is an integrated accounting management system that can be used by medium-to-large financial institutions. It includes general ledger, fixed assets and accounts payable, as well as investment portfolio accounting. Prologue Financials integrates with other Fiserv solutions, streamlining processes and delivering reliable, easily accessible information that is crucial to your organization's performance. Optimize your financial accounting processes to deliver more reliable and easily accessible business intelligence. Real-time financials, automatic journal entry reversals and instant correction. You can track and maintain detailed audit trails for approved uses. Financial reports that can be customized by the user.

Lumina Treasury is a front-office trading and portfolio management system that allows financial institutions to manage their day-to-day business for their own and third-party positions. This includes trading and treasury desks, client portfolios, and mutual fund portfolios. It offers a variety of tools to manage cash flows and balances, accumulated or projected liquidity, exposure, curve-based risk management, currencies and indexes, as well as the administration of cash flow and balances. The application calculates the daily, monthly, and annual P&L on an individual portfolio basis, taking into account primary risk factors. The product coverage includes derivatives, exotic derivatives, structured products, and plain vanilla instruments. There are also Latin-American products that can be valuated using fresh market data. Lumina Treasury can be used to integrate all transactions from other applications using the vast array of interfaces (PropietaryAPI).

Get a consolidated cash view in a single platform, which syncs automatically with all of your banks and accounts. Give all stakeholders the same holistic picture. Optimize working capital by combining cash, credit facilities and loans with other financial instruments. Automate the generation of bank account statements and statements, reducing errors and time consuming tasks. View opening, projected and intra-day updates and balances at a glance. No logging into multiple bank portals. Configure dashboards and screens according to your preferences. View projected revenue, accounts payable and receptive, as well payroll. Compare forecasts with budgets. Your financial data is automatically synced with the platform. Manage liquidity and make informed choices with tools and views. Export, filter, drill down and export data. View cash positions in both the original and reporting currencies.

Agicap automates and centralizes your cash flow, allowing you to focus on analysis and decision-making. Create your cash flow forecast, and monitor your targets. Visualize your cash flow by synchronizing bank accounts and business software. Automated, centralized and harmonized cash-management can improve overall productivity. Consolidate your data with a collaborative tool that consolidates all of your data. Cash flow can be forecasted at the entity or consolidated level. Consolidate your cash flow and monitor it from multiple banks, entities and business tools. Create automated cash forecasts to explore scenarios. Create custom dashboards for better analysis and reporting. Agicap will automatically categorize your banking transactions. Real-time monitoring of the differences between actuals and forecasts. Build a reliable prediction and make informed decisions at the appropriate time.

Reval is the global leader in cloud treasury software. Our scalable Software-as-a-Service (SaaS) solution helps more than 650 companies around the world to better manage cash, liquidity, financial risk and hedge accounting. Our global client community includes companies of all sizes and industries, from more than 30 countries. Together, our finance and technology experts serve our global clients. Reval is part ION, which provides mission-critical trading and workflow automating software solutions to financial institutions and central banks, as well as corporates. Reval allows banks and corporates to choose and configure TRM (Treasury and Risk Management) technology in the cloud. Reval is a foundation that offers solutions for treasury departments of all sizes and complexity. Companies can choose the most comprehensive and extensive set of risk management and treasury capabilities to create their own solution.

Cloud based, integrated, customized, simplified solution for Asset Managers, Asset Owners and Service Providers.

IBSFINtech, a global enterprise TreasuryTech company, provides end-to-end digitisation & automated solutions for corporates Cash & Liquidity, Treasury, Risk, Trade Finance(TRTFM®,) & Supply Chain Finance functions. Our product portfolio includes Onprem solutions, SaaSTM - InTReaX™ and Supply Chain solution VNDZY®. Our clientele spans many verticals and geographies. They include Vedanta Group. Mahindra. Sai Life Sciences Ltd., Bluestar Ltd., Polycab Ltd., Future Group. We were also awarded the prestigious "The Corporate Treasurer-House Awards", which recognizes IBSFINtech for being the best software provider in the APAC region.

With financial tools specifically designed to help you plan, invest and track your investments, you can get a complete overview of your finances in one place. Wealth Square is better than a cryptocurrency exchange and better than a financial adviser. Get all your financial services in one place, Wealth Square. It's easy to manage all your money when you have a complete, real-time overview. Wealth Square makes this possible thanks to our unique dashboard that allows you to add all the information you need. Choose from our Expert Portfolios. Our trading experts have used multiple metrics to create them. Each expert portfolio displays the yearly return, risk level, and underlying coins. As with any other portfolio, you can adjust allocations, rebalance settings, and backtest.

Nomentia has one of the largest portfolios of cash and treasury management solutions on the market. We offer a hyper modular approach for technology solution management. Simply select the solutions that best support your business goals, and we'll take care of the rest. Nomentia offers all the flexibility you need in order to take your business to the next level. Our hyper modular approach allows for you to select the solutions you need and we will integrate them into your existing technology stack. To seamlessly manage your company's outgoing payment processes, including payroll, accounts payable, and treasury, connect ERP software and source system to sync and sync. Nomentia Payments makes it easy to automate and simplify cross-border, international payments. It connects all your systems into a single secure gateway, which allows for better payments visibility and control.

Smart crypto portfolio tools & insights. Invest in crypto assets with ease! Unspent automatically imports your portfolio, DeFi activity, and other information from your exchanges and wallets. It also gives you tools and information that will help you save time and money. We are trusted by hundreds of investors to track their crypto assets. Portfolio value, balance for each crypto and its percentage in your entire portfolio. Open Finance activity dashboard: Uniswap and Compound, Aave, tokenSets, and many more. Average buy prices for each cryptocurrency. Realized & unrealized profits. Portfolio distribution across market caps, performance histograms, assets correlation. Email alerts when any cryptocurrency reaches a certain price. Unspent is easy enough for beginners, but powerful enough to be a serious investor. Connect your wallets and exchanges to create an account. Unspent will handle the rest.

Bitwave powers bookkeeping and accounting, as well as tax tracking, invoicing and bill pay. Bitwave makes it easy to monitor DeFi ROI and manage digital asset treasury. It can be difficult to calculate taxes for DeFi and crypto. If your business transacts in crypto currencies, you have to keep track of the cost basis and the crypto taxes. Bitwave is a complete solution to crypto and DeFi tax tracking that simplifies your quarter end. Our enterprise digital asset platform connects blockchain to your accounting system, making it easy for you to prepare crypto taxes. We also support cost averaging as well as specific selection. You can run reports for each to determine the best tax strategy for you. Our platform syncs mark to market adjustments to mark your current holdings and crypto gains and losses.

Nimbus Treasury, a cloud-based solution for hedge accounting /IFRS 9 compliance.FX Risk Management,FX Process Automation etc. Nimbus combines extensive functionality with an extremely user-friendly interface and easy implementation.

LIST's Treasury Platform offers a holistic approach for liquidity management. It integrates ALM, FTP and regulatory risk management measures into a single modular and flexible solution. LIST's ALM solution allows you to calculate cash flows from the trading or banking book. It also generates customizable managerial ratios as well as liquidity risk indicators. LIST is one the many silent stories in Italian history that has helped a micro-company become an international success. We offer application management and facility management services via hosting infrastructure in Europe, North America and Asia. LIST designs and implements technological solutions and services for the globalized Financial Market. These solutions and services are designed to help Financial Institutions and Exchanges manage the increasing operational complexity and compliance of electronic trading, risk management, and compliance.

Snowball Analytics is a portfolio track platform that can run detailed reports about your dividends. Snowball Analytics allows you to link your brokerage accounts and receive automatic updates. You can track thousands of stocks, funds, and cryptocurrencies around the globe. This stock tracker supports automatic brokerage connections with more than 1,000 brokers from the US, Europe, UK and Asia. You can track almost any stock, ETF, or Mutual Fund anywhere on the planet. Stock tracker supports all major stock exchanges. It also shows your portfolio performance in 25+ currencies. Snowball Analytics tracker has many tools for analysis and dividend screening Rebalancing, Calculation of the yield on cost and dividend yield Withholding tax custom Dividend rating, Portfolio performance calculation including fees and dividends. Benchmarking, Backtests, Building and testing dividend portfolios, or testing portfolios based on historical data

Coin Market Manager (CMM) is the all-in-one solution for crypto traders who are focused on growing their BTC stack. The innovative dashboard allows you to track storage, ICO investments and all exchange positions live. This will help you increase your net worth. Auto Sync via API to your favorite exchanges Seamless imports of exchange data, to track your trades instantly. Any ETH, USDT or BNB base pair trades were possible? For accurate portfolio accounting, you can easily convert all non-BTC pair trades to their BTC values at the moment. You can see the price movements in real time without having to refresh the page. Also, you can track your net worth across all connected exchanges and storage devices. The FIAT watchlist allows you to keep track of your favorite Crypto/FIAT trade pairs across a variety of major exchanges. To track your profit/loss against all the foreign currency FIAT you have invested, use the FIAT SUMMARY.

Crypkit's mission to provide all the tools and data required to oversee, account for and report on your crypto business is to help you. Keep a complete view of your portfolio. Keep track of your assets in real-time. To make informed investment decisions, you must always have the complete picture. You can enjoy a superior asset tracking experience through the connection of exchanges, blockchain addresses, and DeFi protocols. Monitor your mining and staking rewards. All in one place. Crypkit, a powerful platform that allows you to monitor and manage all of your crypto assets and transactions, is available from one place. Fully automated with DeFi support. This is the ideal solution for advanced portfolio tracking.

Hedgehog is a portfolio manager that manages crypto currencies. In a volatile market, smart investing, responsible research, diversification are key. It is important to do your research, but it shouldn't be difficult. We aim to provide institutional-grade tools to the everyday crypto investor. Hedgehog can be used to trade on any exchange such as OKEX, Kraken or Coinbase. You can trade across all your exchanges once you have linked your accounts for better price discovery. You can trade any asset at lower rates with over 130+ supported exchanges. To automatically sync transactions and balances, save your public address from any of the 1000+ chains that we support. This gives you a clear view of your portfolio and keeps it in sync 24 hours a day.

From the on-ramp, you can enable financial workflows like reconciliation, balance calculation and auditing for web3 assets. In just hours, you can integrate any CeFi or on-chain data source for 100% asset coverage. Multi-level data clustering, enrichment and creation. All your transactions have been reconciled and organized to meet audit, taxation and reporting requirements. Monitor your assets with a single view, historical balances and performance analysis, risk calculation, exposure, and risk calculation. First enterprise-grade analysis for your DeFi positions. Use the data internally for risk analysis, revenue operations and other purposes. Search historical data to track your balances on all your wallets and accounts. Connect your executive team with the numbers, track KPIs and easily monitor your exposure.

Organizations in the world of Treasury are diverse in size and complexity. ION offers seven unique treasury management solutions that can be used in a variety of organizations, whether they are on-premises, cloud-based, or core. One TMS is not the best, but only one provider can. The ION Treasury portfolio, an award-winning collection of products, helps you manage liquidity at any scale and in any country. It also reduces operational, financial, as well as reputational risk. ION Treasury can help you decide which delivery method is best for your company. ION Treasury hosts your treasury management software, provides support, and upgrades it automatically. ION Treasury hosts a single-tenant environment for each customer. We also manage support and scheduled updates.

Manage more operations with less time. The next generation TMS is advanced and user-friendly. It promotes efficiency by supporting the user and improving workflow. Your day becomes easier with greater efficiency. Rules and logic are used to reduce the time-consuming tasks of accounting, cash management, and deal entry. Continual risk management ensures that financial policies and limits are maintained. Market movements and deal entry are automatically tracked in real-time. The system will take care of tedious tasks. Scheduling month end and many other processes allows you to concentrate on analysis and operational excellence. To improve the performance of your team, make data-driven decisions. Keep up-to-date. You can view dashboards online or on your smartphone / tablet. Get alerts when data changes occur and drill down into details. All your data is at your disposal.

ATANI is the platform that crypto traders use. We aim to give traders an edge on the markets. We offer multi-exchange trading, portfolio tracking, tax reporting, and partnership with some of the most popular exchanges (Binance ...), OKEx, KuCoin and Bitfinex) to allow you to access the lowest trading fees. All your exchanges on one secure platform Trading: Trade Bitcoin, Ether, and 1,500+ assets in real-time. Also trade in 9,000+ pairs on 20+ cryptocurrency exchanges. Charting: Get the best TradingView tools to perform technical analysis. Portfolio tracking: Monitor your balances and asset allocations. Price Alerts: Get SMS, phone call, and email alerts so you never miss a trade. Tax Reports: Get your free tax report in just one click. Security: Your API keys and funds are never available to our servers (non-custodial). Download the ATANI desktop app (available for Mac, Windows and Linux) and get started for free now at: https://bit.ly/3iY8Xsg

FIS®, Treasury and Risk Manager – Integrity Edition (formerly Integrity SaaS), is an award-winning solution that provides a seamless path to a best in class digital treasury. This allows for better cash and risk visibility. The powerful and easy-to-use Treasury and Risk Manager – Integrity Edition is a powerful treasury platform. It can manage simple and complex treasury management needs, including cash positioning, forecasting, bank accounts administration, payments processing and foreign exchange. It also allows for accounting, compliance, and reporting. FIS®, Treasury and Risk Manager- Quantum Edition (formerly Quantum), is a treasury system that provides greater control over cash and liquidity management and risk management. It also allows you to manage FX, interest rate and commodity derivatives management. In-house banking and neting, payments and regulatory reporting, cash forecasting, and more.

Forget about the tedious Excel spreadsheets that are required to manage and forecast your cash flow. Automate your reporting, connect your bank accounts and track your cash flow in real-time. Different forecast scenarios can be used to help you make the right business decisions. Cash is essential for your business. Tracking cash in Excel can be tedious, time-consuming, and manual. RocketChart automates cash management and simplifies it! RocketChart helps you save time, manage your expenses, plan ahead, and facilitates your financial reporting. You can manage your cash flow instantly. To instantly synchronize receipts and payments, connect your bank accounts. You can view your consolidated cash flow by bank account. Pay attention to your cash runway. Your spending habits should be controlled. Optimize your expenses. Your own categories and subcategories. Our algorithm automatically categorizes your transactions. To optimize your budget, identify the most expensive items.

Our near-real-time system provides information about your loan health (in Loan to Value ratio) throughout the loan term. We have created industry-leading tools that will help you stay informed and manage any risks or opportunities associated to your loan. You can view your entire portfolio with our real-time pricing updates. You can monitor your loan-to value ratio and loan collateral details from anywhere. To quickly access your SALT account, create a secure pin. Our platform keys are created offline and stored offline. Transactions are signed offline. Cyber security threats are greatly reduced by never exposing keys on a network-connected device. Multi-signature encryption ensures that your funds are not accessible to any one party. Your funds are protected against both internal and outside threats with key encryption and layers on distribution. Our safekeeping framework protects cryptoassets using people, processes, technology.

SUMMA is a customized treasury & risks system that supports your financial management. SUMMA is a state of the art tool for financial management. It allows you to manage cash, liquidity and treasury as well as financial risks. SUMMA is based on 20 years of software implementations for multinational corporations and central and commercial banks as well as ministries of finance. It offers the best technological solutions in treasury and cash & liquidity management. SUMMA provides tailored solutions for both the financial and corporate worlds. It can be tailored to meet your specific needs.

CoinTracker is a simple, elegant and privacy-first mobile app to track your cryptocurrency portfolio. App displays all cryptocurrency information, including profit/loss, in real-time. This allows you to make trading decisions quickly. Key features include real time price tracking, conversions between fiat currency, historical data in beautiful chart, unlimited price alerts and multiple cryptocurrency portfolios. You can also access crypto news feeds, ERC-20 tokens prices in exchanges, passcode, security, and many other features. The CoinTracker iOS app provides a comprehensive tool for crypto investors.

ATOM Treasury and Risk (ETMS) is an integrated enterprise Treasury management system (TMS), for financial institutions and corporations. It automates core treasury processes such as cash management, forecasting, liquidity management and investments. ATOM uses a unique visual workflow approach to treasury administration. ATOM now has "ATOM Cockpits", which combine navigation, functionality drill-downs and workflow with reporting and business intelligence on a single home screen. Cockpits can be accessed for all logical business areas within ATOM, including cash management, banking and capital markets, risk, and financial reporting. ATOM Cockpits can be personalized to allow each user to have their own screen that organizes the functionality and metrics that are important to them.

No matter where you are on your journey to intelligent treasury operations. The GTreasury platform offers deep insights, advanced data analytics, and proven artificial intelligence. Clear, end-to-end visibility of your entire liquidity landscape is key to making informed financial and strategic business decisions. Get a real-time, holistic view of all your positions. Then dive into the supporting data to gain actionable insights. With a single integrated database and intuitive workflow design, you can eliminate manual processes and spreadsheet management. Your treasury is more than a support function for the organization. It can be a strategic partner to the leadership. GTreasury allows you to start with the tools that you need right now and expand as your business and treasury management requirements grow.

Centralize your Treasury processes with the most comprehensive and flexible platform that is built to handle any level of complexity. Datalog TMS automates the reconciliation of accounts, calculation of fees, and optimization of interest rates. You will be able to manage cash flows, forecasts, payments, in-house banking and sophisticated financial instruments. You're ready to modernize your Treasury but don't have a clue where to start? Choose a TMS Module that will help you where you need it the most. You can then add on, rolling out new modules gradually with minimal disruption, until you have an integrated TMS that meets all your treasury requirements. Connect seamlessly with any ERP, IT, or accounting system. Automatically exchange account data in any file format with any bank.

In an era of shrinking prime brokers balance sheets, multiple counterparties and more regulation, active treasury management has become a critical part of the business. Indus Valley Partners assists asset managers to optimize these workflows to deal with the increasing complexity of financing, cash, collateral management, and other regulatory requirements. IVP Treasury Management has more than $1 trillion in AUM. This allows firms to transform their Treasury function to better uncover alpha and control workflows, improve data quality, make better decisions, and gain a holistic view of their collateral, cash, margin management processes. To manage liquidity, monitor collateral and margin for all custodians. Calculate margin automatically. Collateral optimization indexing is combined with sweeping opportunity analysis. Communicate with counterparties to accept/reject marg calls. Run standard, bespoke and ad-hoc reports.

Treasuryview is the easiest start into integrated debt portfolio and interest rate risk management, with time- saving tasks and market data automations. Treasury teams can easily start managing debt, valuing, and simulating derivatives portfolios within minutes after signing up. Key features include automated deal and portfolio level risk exposure forecasting , instrument valuation, and treasury risk reporting, all seamlessly synced with market data. TreasuryView’s Risk Management features are designed for treasury managers and specialists in medium-sized businesses, commercial real-estate&social housing companies, and public sector finance teams. We offer our users easy self-onboarding with an initial 30-day free trial with no payment method required, to discover and explore the functionality of our platform. Our monthly SaaS plans start from just EUR 250 per month, with anytime cancellation. Whether you are a small business or a large multinational corporation, our cloud platform can be modularly adjusted to meet your team or enterprise-level-specific needs. Whether you're working remotely or in the office, our platform allows you to stay connected with your geographically dispersed team.

Online treasury management software simplifies financial reporting compliance. Hedgebook's daily rate feeds enable users to generate independent, current evaluations for management and audit purposes. This eliminates the need to rely on banks. Hedgebook is easy to use and intuitive. It does not require any training. With a brief training session, our experts can get you and the team up and running. Hedgebook offers valuable analysis functionality that allows you to see your positions in detail. Give decision-makers timely information. The performance against the treasury policy can always be seen and detailed reports are available for Board, management, or audit purposes. Hedgebook employs best-practice security standards to protect client data. SSL protocols encrypt all information sent to and from Hedgebook, protecting transactions.

Tradelize's market maker is a universal tool that is very rare in the cryptocurrency market. It's a level 2 order filler in traditional financial markets. This is a general list with orders of different types, settings for active times, and quick execution of orders that are not switched to other exchanges. Tradelize Time and sales This window displays detailed information about trades for specific financial instruments. You can also set a minimum trade volume or remove insignificant quotes. Tradelize price charts use all the technical analysis and charting tools that are familiar to traders. The trading terminal can display historical data for any asset on any exchange. Tradelize Portfolio allows you to track and manage all your investments on all connected exchanges and subaccounts from one window.

All your financial information in one place. No more logging in to multiple websites. Our financial services connect with your financial institutions to simplify your financial life. We can save your transactions history, balances, and holdings. Wealthica provides a historical view of your net worth over time. This allows you to focus on the big picture and track your progress towards your financial, networth or retirement goals. Track stocks, ETFs and funds, as well as private investments, cryptocurrency, and other investments. You can keep track of your portfolio easily. Wealthica makes it easy and automated. You can create a budget and export it to Google Spreadsheet or Excel. Portfolio, rebalance with Passiv, report capital gains, income, or fees. These are just a few of the Wealthica power-ups. Wealthica is available both as a web app and as a mobile companion app for iOS and Android. Wealthica will ensure that you always have your net worth in hand.

We provide market-leading solutions that optimize investment, unlock value, and drive growth. Financial institutions can consolidate and streamline their operations with our end-to-end trading and treasury solutions. We provide services to global, regional, and central banks, broker-dealers and insurers, asset managers and pension funds, as well as corporates. We are driven by exceptional people who drive innovation at scale. Solutions for regulatory reporting and risk management. You can meet your immediate regulatory reporting needs while creating long-term value. Front-to-back solutions in capital markets and treasury. Single source of truth enables faster decision-making and more efficient operational processes. It's a difficult task to manage large volumes of trades throughout the transaction lifecycle.

Teams around the world choose Series to streamline finance and operations management. Manage payments, global HR & payroll, treasury, and more within a single platform. Series EOS simplifies finance and operations management, while ensuring compliance. Manage all banking and payments across your financial stack. Unify, manage and centralize your finance and operation stack. Embrace the Series eco-system with professional services, infrastructure and support, and security tailored for the most complex enterprises. Our cloud-based EOS consolidates back-office functions and breaks down departmental silos. Streamline your processes and consolidate spending. Manage treasury and accounting, payroll and benefits, and much more without replacing current systems.