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What is SymPro Cash Management?

Our cash management system simplifies the task of assessing your daily cash position, enabling you to complete this in just minutes rather than hours. Upon arriving at your office, you will find that all transactions from the previous day have been seamlessly integrated into your daily cash worksheet. This feature allows you to quickly grasp your organization’s total cash situation. Creating cash forecasts is also straightforward, as the system leverages historical data to produce reliable predictions for daily, weekly, monthly, or even annual time frames. Moreover, you can enhance your forecasts by easily importing data from various external sources. The electronic funds transfer module offers a secure and effective method for initiating, authorizing, approving, and tracking all electronic transactions. Additionally, the status and control feature streamlines the management of your payment processes across multiple banks, promoting smooth operations and greater efficiency. This all-encompassing system ultimately equips you with the tools needed to make well-informed financial choices with confidence, significantly improving your overall financial management experience.

What is Realiti?

Planixs provides an advanced liquidity management solution specifically designed for banks and financial institutions through its Realiti platform, which efficiently merges with existing infrastructures to deliver real-time aggregation of cash and securities information. By removing data silos, it simplifies and automates numerous liquidity management tasks, significantly improving operational efficiency. Users also gain access to Realiti Insights, which offers advanced data analytics for a thorough understanding of the dynamic information generated by Control functions. This feature empowers users to evaluate liquidity determinants, identify risks, and meet regulatory requirements with greater ease. Moreover, the platform supports the incorporation of additional data sources, such as market prices, external risk metrics, and financial models, enhancing its functionality. While leading global banks often spend vast sums developing similar technologies, Realiti makes these sophisticated analytical tools available to all banks at a much lower price point, fundamentally changing how institutions approach liquidity management. This innovative strategy not only democratizes access to critical analytics but also positions Planixs as a leader in the evolving field of financial analytics. Consequently, the impact of Realiti extends beyond mere cost savings, inspiring a new standard for liquidity management across the financial sector.

Media

Media

No images available

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

SymPro Treasury Management Solutions

Date Founded

1985

Company Location

United States

Company Website

sympro.com/cash-management-solution/

Company Facts

Organization Name

Planixs

Date Founded

2012

Company Location

United Kingdom

Company Website

www.planixs.com

Categories and Features

Treasury

Cash Management
Debt Management
For Government
For Hedge Funds
Forecasting
Liquidity Management
Payment Management
Risk Management

Categories and Features

Treasury

Cash Management
Debt Management
For Government
For Hedge Funds
Forecasting
Liquidity Management
Payment Management
Risk Management

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