Hazeltree Software | Customers & Partners

CUSTOMERS & PARTNERS

Over 200 financial institutions globally have chosen Hazeltree to manage their liquidity and funding. Hazeltree helps customers and clients efficiently unlock value and simplify their strategic transparency, liquidity, and funding needs to protect their assets and mitigate risk.

Leading private equity and real estate asset manager EQT has selected Hazeltree’s technology for treasury, cash and debt management. Hazeltree's Private Markets solution increases operational efficiencies and controls by centralizing all capital activity into an integrated treasury management framework – from cash balance and credit facility monitoring to cash movements and credit line drawdowns and repayments.

Hazeltree successfully implemented Hazeltree Private Markets to help Hamilton Lane manage its full life cycle of cash, from projections, to capital calls, to cash movements.

Hazeltree successfully implemented its Integrated Treasury Management solution at Neuberger Berman, a private, independent, employee-owned investment manager. Hazeltree enhanced Neuberger Berman’s treasury functions through automated workflows in reconciliation, securities financing, margin management as well as cash and collateral management.

Hazeltree partnered with J.P. Morgan Asset Management to provide buy-side investment management firms with automated, rules-based “sweep” access to solutions managed by J.P. Morgan Asset Management, eliminating today’s common practice of manual cash transfers with each counterparty.

Hazeltree partnered with Goldman Sachs Asset Management (GSAM) to provide hedge funds, fund administrators, managed account providers and family offices with automated, rules-based “sweep” access to solutions managed by GSAM, eliminating today’s common practice of manual cash transfers with each counterparty.

Hazeltree partnered with BlackRock to provide buy-side investment management firms with automated, rules-based “sweep” access to solutions managed by BlackRock, eliminating today’s common practice of manual cash transfers with each counterparty.

HedgeServ Fund Administrator teamed up with Hazeltree to provide enhanced middle-office services. Clients will be able to leverage Hazeltree’s products with HedgeServ’s middle office support.

BNY Mellon has partnered with Hazeltree to offer an integrated cash management platform enabling clients to view all multi-currency cash balances regardless of counterparty, optimize cash investment decisions, hedge currency exposure, and capture yield—all in one place.

Northern Trust Fund Services, a global fund administrator, partnered with Hazeltree to extend its middle-office offering with integrated cash management and optimization as a managed service to their global clients.

Hazeltree partnered with HSBC Global Asset Management to provide buy-side investment management firms with automated, rules-based “sweep” access to solutions managed by HSBC, eliminating today’s common practice of manual cash transfers with each counterparty.

Hazeltree partnered with Federated Hermes to provide buy-side investment management firms with automated, rules-based “sweep” access to solutions managed by Federated Hermes, eliminating today’s common practice of manual cash transfers with each counterparty.

Hazeltree partnered with Morgan Stanley to provide buy-side investment management firms with automated, rules-based “sweep” access to solutions managed by Morgan Stanley Investment Management, eliminating today’s common practice of manual cash transfers with each counterparty.

Hazeltree successfully implemented its integrated cash and collateral management solution at Oasis Management Company, an international investment manager established in 2002 and headquartered in Hong Kong. Oasis invests in the equity and debt markets where it finds favorable risk and return opportunities. Hazeltree helps Oasis’ treasury team better manage operational risks, strengthen its controls, drive efficiencies and increase yields on excess cash.

Hazeltree adopted and supports SWIFT message formats for Hazeltree Cash Manager and Hazeltree Collateral Manager. Hazeltree fully supports SWIFT message types for cash and security transfers providing clients a seamless, direct process to communicate with their SWIFT network access points and third-party processors.

Hazeltree successfully implemented its collateral management solution at GoldenTree Asset Management, a New York-based global asset management firm that specializes in opportunities across the credit universe, with $31B of assets under management. Hazeltree enhances GoldenTree’s collateral management function by reducing operational risks, improving efficiencies, and supporting continued growth.

Hazeltree has integrated AcadiaSoft's MarginSphere application with Hazeltree Collateral Manager. The integrated offering enables fund managers to easily respond to margin calls, disputes and pledge activities with a seamless messaging infrastructure.

GIP selected Hazeltree Private Markets to help streamline cash and liquidity management.

Hazeltree has partnered with Lionpoint to provide Private Capital Markets clients integrated best-in-class treasury technology and consulting services.

Hazeltree Community Forum in New York with Federated Hermes - 'Refining Treasury and Portfolio Finance for Growth'

Clients met in New York on June 4, 2019 to discuss the strategic importance of active treasury management and how it creates sought-after treasury P&L while reducing counterparty risk exposure.

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Hazeltree Community Forum in London with Simmons & Simmons - 'Refining Treasury and Portfolio Finance for Growth'

Clients met in London on April 30, 2019 to discuss the strategic importance of active treasury management and how it creates sought-after treasury P&L while reducing counterparty risk exposure.

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