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.
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.
Hedgebook provides independent valuations of FX forwards plus a full range of other financial instruments.
No matter where you (or your clients) are working from, Hedgebook is available, secure and giving the answers you need.
Effortlessly track activity across all your client portfolios using Hedgebook’s integrated and purpose built Client Dashboard.
Hedgebook is implemented within 24 hours. You and your clients are up and running with minimal training required.
Effortlessly create scenarios; accurately consider the potential impact of moving exchange rates and exposures.
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.
FX sales teams know their top revenue generating customers really well, they’re the first call when market movements warrant it. But what if a client is not in that top tier? How many opportunities to add value do you miss every day? How do you surface every opportunity, for every client, at the right time?
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