TreasuryView Overview

TreasuryView is a specialized currency exchange software designed to streamline foreign exchange operations for businesses involved in international trade. This platform offers comprehensive tools for managing currency transactions, monitoring exchange rates, and analyzing market trends, ensuring effective foreign exchange management. With TreasuryView, users can easily execute currency trades, manage exposure to foreign currency risks, and generate reports for financial analysis. The software features advanced analytics capabilities that provide insights into market trends and currency performance, helping organizations make informed trading decisions. Additionally, TreasuryView supports integration with existing financial systems, enhancing overall operational efficiency. This software is ideal for treasury managers and finance professionals seeking to optimize their currency exchange processes.

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Contact Details

  • Vendor Name emformX
  • Founded 2007
  • Location Germany

Support

  • Email Email
  • Phone Phone
  • Chat Chat
  • Knowledge Base Knowledge Base

Training

  • In-person In-person
  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation
  • Videos Videos

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English, German


Industries

Financial Services, Government Administration, Real Estate, Retail

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TreasuryView Features

  • Arrow Icon Expense Tracking
  • Arrow Icon Forecasting
  • Arrow Icon Template Management
  • Arrow Icon Relationship Tracking
  • Arrow Icon Interaction Tracking
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Activity Tracking
  • Arrow Icon Client Management
  • Arrow Icon Collaboration Tools
  • Arrow Icon Sales Reports
  • Arrow Icon Email Management
  • Arrow Icon CRM
  • Arrow Icon Search/Filter
  • Arrow Icon Email Marketing
  • Arrow Icon Task Management
  • Arrow Icon Document Management
  • Arrow Icon Lead Management
  • Arrow Icon Calendar Management
  • Arrow Icon Customer Database
  • Arrow Icon Campaign Management
  • Arrow Icon Marketing Automation
  • Arrow Icon Activity Dashboard
  • Arrow Icon Territory Management
  • Arrow Icon Contact Management
  • Arrow Icon Pipeline Management
  • Arrow Icon Lead Capture
  • Arrow Icon For Financial Institutions
  • Arrow Icon Financial Management
  • Arrow Icon Security Auditing
  • Arrow Icon Change Management
  • Arrow Icon Asset Tracking
  • Arrow Icon Document Storage
  • Arrow Icon Real Time Reporting
  • Arrow Icon Incident Management
  • Arrow Icon Document Management
  • Arrow Icon Risk Assessment
  • Arrow Icon Audit Trail
  • Arrow Icon Activity Tracking
  • Arrow Icon Forms Management
  • Arrow Icon Risk Alerts
  • Arrow Icon Inspection Management
  • Arrow Icon Status Tracking
  • Arrow Icon Audit Planning
  • Arrow Icon Policy Management
  • Arrow Icon Issue Management
  • Arrow Icon Compliance Management
  • Arrow Icon Monitoring
  • Arrow Icon Risk Analysis
  • Arrow Icon Document Management
  • Arrow Icon Amortization Schedule
  • Arrow Icon Automatic Funds Distribution
  • Arrow Icon Investor Management
  • Arrow Icon Collateral Tracking
  • Arrow Icon Accounting
  • Arrow Icon Payment Collection
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Compliance Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Audit Trail
  • Arrow Icon Contact Management
  • Arrow Icon Data Import/Export
  • Arrow Icon Loan Portfolio Management
  • Arrow Icon PCI Compliance
  • Arrow Icon Market Price Tracking
  • Arrow Icon Margin Management
  • Arrow Icon For Money Exchanges
  • Arrow Icon Real Time Currency Quotes
  • Arrow Icon Audit Trail
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Multi-Currency
  • Arrow Icon Position Management
  • Arrow Icon Data Backup Scheduling
  • Arrow Icon Point of Sale (POS)
  • Arrow Icon API
  • Arrow Icon Transaction Management
  • Arrow Icon Client Management
  • Arrow Icon Liquidity Analysis
  • Arrow Icon Market Risk Management
  • Arrow Icon Risk Analysis
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Operational Risk Management
  • Arrow Icon Portfolio Management
  • Arrow Icon Portfolio Modeling
  • Arrow Icon For Hedge Funds
  • Arrow Icon Compliance Management
  • Arrow Icon Credit Risk Management
  • Arrow Icon Loan Portfolio Management
  • Arrow Icon Stress Tests
  • Arrow Icon Risk Management
  • Arrow Icon Compliance Management
  • Arrow Icon Financial Analysis
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Customer Engagement
  • Arrow Icon Electronic Payments
  • Arrow Icon CRM
  • Arrow Icon Forecasting
  • Arrow Icon Transaction Monitoring
  • Arrow Icon Financial Management
  • Arrow Icon Performance Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon For Financial Institutions
  • Arrow Icon Asset Lifecycle Management
  • Arrow Icon Risk Scoring
  • Arrow Icon Audit Management
  • Arrow Icon Predictive Analytics
  • Arrow Icon Exceptions Management
  • Arrow Icon Mobile Access
  • Arrow Icon Business Process Control
  • Arrow Icon Legal Risk Management
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Operational Risk Management
  • Arrow Icon Compliance Management
  • Arrow Icon Corrective and Preventive Actions (CAPA)
  • Arrow Icon Internal Controls Management
  • Arrow Icon Risk Assessment
  • Arrow Icon IT Risk Management
  • Arrow Icon Reputational Risk Management
  • Arrow Icon Response Management
  • Arrow Icon Incident Management
  • Arrow Icon Audit Trail
  • Arrow Icon Risk Analysis
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Document Management
  • Arrow Icon Document Storage
  • Arrow Icon Risk Alerts
  • Arrow Icon Activity Dashboard
  • Arrow Icon Workflow Management
  • Arrow Icon Cash Management
  • Arrow Icon Multi-Currency
  • Arrow Icon Forecasting
  • Arrow Icon Financial Analysis
  • Arrow Icon Accounting Integration
  • Arrow Icon Financial Management
  • Arrow Icon Liquidity Management
  • Arrow Icon Cash Flow Management
  • Arrow Icon Risk Management
  • Arrow Icon Compliance Management
  • Arrow Icon Debt Management
  • Arrow Icon Scenario Planning
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Risk Analysis

TreasuryView Pricing

Pricing Type

  • Pricing Type Flat Rate

Preferred Currency

  • EUR (€) EUR (€)

Free Trial

  • Free Trial Available

Free Version

  • Yes Yes

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

TEAM

$250 Per Month

TreasuryView FAQs

TreasuryView is a specialized currency exchange software designed to streamline foreign exchange operations for businesses involved in international trade. This platform offers comprehensive tools for managing currency transactions, monitoring exchange rates, and analyzing market trends, ensuring effective foreign exchange management. With TreasuryView, users can easily execute currency trades, manage exposure to foreign currency risks, and generate reports for financial analysis. The software features advanced analytics capabilities that provide insights into market trends and currency performance, helping organizations make informed trading decisions. Additionally, TreasuryView supports integration with existing financial systems, enhancing overall operational efficiency. This software is ideal for treasury managers and finance professionals seeking to optimize their currency exchange processes.

  • Yes, TreasuryView offers a free version.

  • Yes, TreasuryView offers a free trial.

  • No, Credit Card details are not required for the TreasuryView trial.

  • TreasuryView offers the following pricing plans & packages:

    TEAM

    $250 Per Month

  • TreasuryView supports the following payment frequencies:

    • Monthly Subscription

  • No, TreasuryView does not offer an API.

  • TreasuryView offers support with the following options:
    • Email , Phone , Chat , Knowledge Base

  • TreasuryView offers training with the following options:
    • In-person , Live Online , Webinar , Documentation , Videos

  • TreasuryView supports the following languages:
    • German , English

  • Following are the typical users of the TreasuryView:
    • Self-Employed , Small-Business , Midsize-Business

  • TreasuryView supports the following deployment:
    • Cloud Hosted

  • TreasuryView supports the following devices and operating systems:
    • Web-Based