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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 Perfona?

This comprehensive online platform is meticulously crafted to manage every aspect of an investment management firm, featuring a cutting-edge portfolio management system that functions entirely in the cloud and offers a wide array of capabilities. It integrates tools for front, middle, and back office activities, alongside investor relations, operations, and treasury management, all within a single cohesive interface. By entrusting Perfona to us, you can maintain a well-organized operation while minimizing potential operational risks. Are you at a stage where upgrading your IT infrastructure has become vital for enhancing both resilience and confidence in your business processes? The OpEff IT team is poised to partner with you to efficiently create customized applications, develop and implement disaster recovery testing strategies, and set up robust cyber security measures. Moreover, our specialized knowledge allows us to cater to your specific business requirements, ensuring a more tailored solution to your IT challenges. We understand that every organization has unique demands, and we are committed to delivering exceptional service that meets those needs effectively.

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

OpEff Technologies

Date Founded

2008

Company Location

United States

Company Website

www.opeff.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

Hedge Fund

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

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