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WITH HEDGEBOOK

Treasury advisors provide advice that counts

Create real time, shared views of your client's positions to drive better decisions faster - with Hedgebook, you can get everyone on the same page.

Effective forex hedging strategies for treasury advisors

Hedgebook  enables advisors to support clients in building successful forex hedging strategies, in ways that have never been possible before. Its user-friendly interface means you and your customers can pick-up Hedgebook and use it instantly. You get to share the same information in real time, jointly making informed decisions.

Hedgebook simply makes sense

Advisors use Hedgebook to help set and manage treasury risk management policy. It also creates easy to read graphics for board reporting that makes sense to anyone around the table. And with Hedgebook, you can have absolute confidence in the accuracy of the data being presented – including independent valuations.

Accurate valuations

Hedgebook provides independent valuations of FX forwards plus a full range of other financial instruments.

Remote by design

No matter where you (or your clients) are working from, Hedgebook is available, secure and giving the answers you need.

Client dashboard

Effortlessly track activity across all your client portfolios using Hedgebook’s integrated and purpose built Client Dashboard.

Install in a day

Hedgebook is implemented within 24 hours. You and your clients are up and running with minimal training required.

Create scenarios

Effortlessly create scenarios; accurately consider the potential impact of moving exchange rates and exposures..

On the same page

Hedgebook is designed for non-technical users. It lets your customers, their banks and brokers get on the same page as you.

Makes complex data easy to understand

"Instead of a spreadsheet with a lot of numbers Hedgebook’s easy to use graphs make it easy to explain our various currency exposures and how we’re managing them to a non-financial audience.”

Mike Marszewski, CFO, Bluelab

Mike Marszewski, CFO, Bluelab

Hedgebook for treasury advisors

  • Embed corporate treasury management policy into Hedgebook; ensure guidelines are adhered to and potential risk identified.
  • Help your clients create meaningful, easy-to-read reporting that delivers real value to the management team and board.
  • Exponentially improve your client’s FX risk, interest rate and commodity risk management capability overnight.
  • Valuations for IFRS and US GAAP compliance at your, and your clients’, fingertips

Manage risk against benchmarks

"Hedgebook has a really good suite of analytical tools which makes it simple to feed back to the Airwork Board on the levels of risk against our benchmarks."

Steven Elliott - Airwork Group

Steven Elliott - Airwork Group

Hedgebook delivers better outcomes for everyone

As a cloud solution, Hedgebook deploys global best-practice security standards, significantly removing the need for client-based IT infrastructure. It also means the data you are working with is exponentially more accurate and up-to-date – eliminating the risks associated with shared spreadsheets and human data entry.

Hedgebook gives you one shared source of the truth that ensures you give better, more timely, advice in a way that makes sense to your client.

Next steps

Get a demo

See how the FX Exposure tool and Client Dashboard works for yourself.

Get in touch

Chat to an expert about how Hedgebook can work for you.

FAQ’s

Check out our extensive FAQs – we cover the most common queries