Active Treasury And Liquidity Management Software

Hazeltree provides innovative cloud-based treasury and liquidity solutions to investment management firms, delivering enhanced transparency, liquidity, risk mitigation and increased IRR by optimizing counterparty interactions, credit facilities, margin requirements, and fees.

Aggregate. Optimize. Execute.



Hazeltree Wins Best Buy-Side Collateral Management Solution 2023

Financial Technologies Forum (FTF) unveiled the winner of the 2023 FTF News Technology Innovation Awards competition.  The 30 winners include, Hazeltree which won Best Buy-Side Collateral Management Solution.

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PYMNTS Interview with CFO Kevin Held

Hazeltree CFO: Cash is King but Needs a Diversified Realm

Hazeltree CFO Kevin Held appears on “PYMNTS CFO Series: What’s Different?” and discusses protecting assets in the contemporary macroclimate.

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Treasury Management FAQs

What does robust treasury management look like? Questions and answers for alternative asset managers seeking to make their treasury processes more efficient.

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Are you prepared? A conversation on liquidity strategies in a high interest rate environment.

Liquidity management has been thrown into sharp focus recently. Today we will discuss how managers can respond to liquidity and risk management challenges and look at what the potential broader impacts of recent events could be for private capital funds. 

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Making UMR 7 Work for Your Firm

Firms that met Phase 6 of the Uncleared Margin Rules (UMR) deadline last year are likely trying to streamline their process, whereas other firms that were not subject to the requirements last year may meet the thresholds now. Check out this webinar to learn more.

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Securities Finance Insights

Securities finance stakeholders were traditionally unable to see the full picture around data. Greater transparency has been on the rise, however key data points have still been missing. Hazeltree has stepped up to fill this void with accessible data for all participants to help level the playing field so securities finance stakeholders can identify and take advantage of opportunities.

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HT ENSO Rate |

“Moving our collateral management off spreadsheets and to Hazeltree’s cloud solution helps us automate responding to calls, focus on collateral exceptions and, generally, streamline the interactions with our ISDA counterparties.”


Tom D’Orsi, Head of Treasury – Capital Markets at Bain Capital.

“As a user of the platform, we have found Hazeltree to be a transformative technology solution, allowing us to increase the speed and reliability of our treasury operations and gain greater security over our cash management processes, all while expanding our visibility into overall funding and currency needs for our clients.”


Erik Hirsch, Vice Chairman and Head of Strategic Initiatives at Hamilton Lane.

“Our clients are asking for a robust treasury management solution. We believe that Hazeltree offers an industry leading suite of treasury management solutions.”


Jim Kelly, HedgeServ’s Chairman.

“As a leading investment manager, we are continually enhancing our ability to provide our investors with consistent returns, minimize our operational risks, and efficiently scale our business.”


Seth Fischer, Oasis’ Founder and Chief Investment Officer.

“Hazeltree has helped to streamline our treasury management function and has delivered leading-edge risk-reduction capabilities.”


Pat Lomelo, Neuberger Berman’s Global Head of Operations.

“Cash Optimization is a significant step for investment managers looking to automate what has been a labor-intensive process of managing cash balances, liquidity investments and payments among a complex network of counterparties.”


Peter Sanchez, CEO of Northern Trust Hedge Fund Services.

“Hazeltree provides us with an efficient centralized systematic approach to optimize our treasury function across cash and margin and eliminates the need to use multiple counterparty portals.”


Nicholas Bloom, Ovata Capital’s Chief Operating Officer.


Hazeltree Appoints Richard Winter as Chief Technology Officer to Accelerate Engineering and Innovation
Hazeltree Steps on S3 Partners Turf with Monthly Shortside Report
Hazeltree Monthly Shortside Report

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