Simplify your cash management
Documentation and Governance: capture your liquidity requirements and preferences in the system with ongoing monitoring of your portfolio versus approvals
Forecasting: review your banking and cash flow data to identify and quantify idle cash
Analysis: monitor changes in idle cash and market conditions including measuring the likelihood and impact of scenarios, and the development of risk mitigation strategies
Automation: Screen and manage a custom portfolio of high-yielding deposits and ETFs balancing risk, return, and liquidity based on your specific requirements and preferences
Immediately start earning returns on idle cash without changing banks or business software
Enhance your existing banking relationships and software
Bank
Open investment accounts at your current financial institution
Business Software
Create a software layer over existing accounting and business applications
Reduce your risk by leverageing existing relationships and infrastructure, all accounts are held at your bank under your name
Transform Idle Cash Into Recurring Revenue
Improve revenue and profit metrics
Offset banking fees and other charges
Get immediate payback on your investment
Increase productivity and give time back to your finance team
Optimize cash flows and idle cash revenues
Create a customized portfolio using our secure platform
powered by intelligent screening algorithms.
InvestMint's End-to-End Solution
Balance Liquidity/
Returns
Treasury Manager
Define risk tolerances and rules to create a custom portfolio using our proprietary screening model that meets your liquidity and risk management needs
Single View of Cash
and Investments
Analytics Dashboard
Aggregate cash and investment data into a single view, model future scenarios and receive alerts based on custom risk and investment criteria
Quantify Cash Characteristics
Cash Analysis
Quantify cash with statistical measures through our proprietary analytical models that leverage your cash cycle and bank and transaction-level data
InvestMint can create a complete view of your cash and treasury investments
InvestMint™ is a financial technology company and not a financial advisor.
We do not provide investment advice or services; we provide self-help services at your specific direction.
Investing involves risk, including loss of principal. The contents of this website are provided for information purposes only and do not constitute an offer
to sell or a solicitation to buy securities. Past performance is no guarantee of future returns.