Hazeltree Transaction Manager™

Hazeltree Transaction Manager is a robust payment solution that provides organizations with a streamlined way to manage their wires, payments and securities transfer processes, as well as facilitate the management of multiple banking portals with a single interface.  Clients benefit from operational efficiencies and controls, reduced risk and exposure, and greater performance opportunities.

Key Product Features

  • Streamlined payments and securities transfers with fully customizable workflow and multi-level approval workflow
  • Unified SSI, STI and reference data management and with approval workflows
  • Cascading and conditional movements
  • Bilateral integration with downstream systems
  • Mobile application payment approval
  • Audit trail and document storage

Key Benefits

Broad Connectivity

  • Direct connectivity to liquidity providers, money market funds, and other third-party data and major commercially available software.

Greater Transparency

  • Centralized view of cash and liquidity in one single platform.
  • Streamlined treasury operations with straight-through-processing.
  • Automated workflows.

Unparalleled Efficiency

  • Mobile app approval for on the go access.
  • Active alerts.
  • Flexible reporting.

Automated Actions

  • Fully automated multi-level wire approval/rejection and dynamic reporting.
  • Optimized and automated actionable recommendations.

One Single Platform


Total assets under
advisory management


buy-side clients


processed daily


Banks, Custodians, &
Broker Dealers


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