Let’s say the exchange rate has moved two percent overnight. Which customers are exposed? Who should be called first?
No more relying on memory, spreadsheets, or your CRM. In a couple of clicks Hedgebook’s FX Client Dashboard surfaces the clients that need your guidance now. Instant visibility of budget rates, forecast cashflows, hedging cover, hedge rates, policy limit compliance across different hedging horizons and more.
"Hedgebook’s portfolio tool has improved my ability to identify restructure opportunities and the exposure tool helps deliver the information to the client quickly."
Dealing Desk
Hedgebook’s FX Client Dashboard is recommended for anyone managing customer hedging positions or responsible for identifying new treasury management opportunities within your existing client base. Its powerful ‘sort and filter’ functionality enables you to rapidly analyse positions, helping you put the right currency management strategy forward, at the right time.
"The reporting is a real benefit and something you just can’t get on a spreadsheet. And did I mention how easy it is to use and how user-friendly the interface is?”
Rebecca Parsons, Accounts and Admin Manager, Frontier International