Hazeltree Transaction Manager™

Are you actively managing your cash and cash equivalent transactions to maintain control?

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

  • Broad Connectivity: Direct connectivity to all banks, brokers liquidity providers, money market funds, and other thirdparties.
  • Greater Transparency: Centralized view of cash and liquidity in one single platform. Automated, streamlined workflows including full audit trail and time stamp artifacts.
  • Unparalleled Efficiency: Mobile app approval for on the go access. Active alerts and flexible reporting.
  • Automated Actions: Fully automated multi-level wire approval/rejections and dynamic reporting. Optimized and automated actionable recommendations.

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

$2tn

Total assets under
advisory management

200+

Global
buy-side clients

10,000+

Transactions
processed daily

150+

Banks, Custodians, &
Broker Dealers

Insights

Hazeltree Appoints Tushar Amin as President and Chief Executive Officer to Lead Next Phase of Growth
PEI: ‘Robots take over cash management at Hamilton Lane’
A RENEWED LOOK AT CASH MANAGEMENT & CONTROLS FOR PRIVATE EQUITY FUND MANAGERS: EMBOLDENED BY A ‘NEW NORMAL’