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What is Treasury Management Solution?

Hazeltree provides state-of-the-art cloud treasury solutions custom-designed for investment management companies, promoting enhanced transparency, liquidity, performance, and effective risk oversight. Their treasury and portfolio finance services address various sectors, including hedge funds, asset managers, private equity, real estate investment, pensions, endowments, infrastructure, and their respective service providers. By concentrating on improving interactions with counterparties, managing credit facilities, and addressing margin requirements and fees, Hazeltree's forward-thinking treasury and liquidity solutions not only enhance transparency and liquidity but also aim to boost the internal rate of return (IRR). The Asset Management solution offered by Hazeltree is a specialized Treasury and Portfolio Finance platform that aggregates cash, collateral, margin, securities finance, and rates data from all counterparties into a cohesive, normalized system. This comprehensive integration allows firms to make well-informed choices about funding, collateral distribution, and both borrowing and lending practices, thus optimizing their financial processes. Ultimately, Hazeltree's offerings are meticulously crafted to facilitate a smooth experience in overseeing complex treasury operations, ensuring that firms can navigate the intricacies of financial management with confidence. By bridging technology with finance, they enhance operational efficiency and strategic decision-making for their clients.

What is Nirvana Solutions?

A Comprehensive Solution for All Your Asset Management Technology Needs. We deliver forward-thinking financial technology and services that provide seamless, multi-asset class workflow solutions specifically designed for Asset Managers, Asset Owners, and Service Providers. Our primary aim is to optimize the investment process for our clientele. Our platform seamlessly integrates front, middle, and back-office solutions tailored for a wide variety of financial institutions, such as Hedge Funds, Asset Managers, Family Offices, Prime Brokers, and Fund Administrators. By leveraging Nirvana, clients can consolidate diverse data from various counterparties, accounts, and asset classes in real-time through a single, intuitive interface. Furthermore, our offering includes middle and back-office services that support clients in efficiently managing these operations. With customizable dashboards and built-in compliance features, both Asset Managers and Asset Owners can monitor complex portfolios from a unified perspective, enabling better-informed decision-making. This all-inclusive strategy not only boosts operational efficiency but also gives clients the tools to navigate the changing financial environment with assurance. Additionally, our commitment to continuous improvement ensures that our clients are always equipped with the latest advancements in asset management technology.

Media

Media

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

HazelTree

Company Website

www.hazeltree.com

Company Facts

Organization Name

Nirvana Solutions

Date Founded

2007

Company Location

United States

Company Website

www.nirvanasolutions.com

Categories and Features

Hedge Fund

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

Categories and Features

Compliance

Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation

Financial Risk Management

Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

Hedge Fund

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

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