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Description
Precision in the processes of accrual, accretion, and amortization must align with the existing Generally Accepted Accounting Principles (GAAP) regarding concessions related to debt, fees, premiums, discounts, and accrued interest, which are computed using a variety of day count methodologies, alongside adherence to the International Financial Reporting Standards (IFRS). Furthermore, meticulous management, monitoring, and forecasting of the financial aspects tied to fixed-income securities, including but not limited to principal and interest disbursements, coupon rates, interest rate resets, call dates, and factors pertaining to Mortgage-Backed Securities (MBS) and Collateralized Mortgage Obligations (CMO), as well as Conditional Prepayment Rates (CPR) and Prepayment Speed Assumptions (PSA), and maturities, are essential. Interest rates can be derived from mathematical formulas that incorporate embedded indexes, along with caps and floors where applicable. Additionally, implementing automated back-office operations such as seamless data entry, maintenance of business calendars, calculations for principal and interest payments, and thorough reconciliation processes enhances overall efficiency and accuracy. The integration of these automated systems not only streamlines operations but also significantly reduces the potential for human error in financial reporting.
Description
TreasuryView is a treasury management system (TMS) built for finance teams that have outgrown spreadsheets and need a clear, reliable view of intercompany loans, bank debt, and derivatives — without the overhead of an enterprise implementation.
The platform serves as a centralized system of record for treasury, controlling, and finance professionals in mid-market organizations, commercial real estate firms, family offices, and investment structures managing cross-border or multi-entity loan portfolios.
TreasuryView consolidates bank loans, intercompany funding arrangements, and hedging instruments into a single workspace. Built-in financial logic handles interest accruals, amortization schedules, and derivative fixings automatically — removing the formula errors and version control failures common in spreadsheet-based processes. Integrated market data from 30+ global sources feeds directly into the platform, giving teams the visibility to model rate scenarios, identify exposure, and bring informed recommendations to leadership.
Common use cases include managing 30–100+ bank and intercompany loans across multiple entities, running clean monthly reporting without weekend reconciliation, and producing scenario analyses that inform treasury strategy rather than simply documenting it. The platform is built as a decision companion — shifting finance professionals from reactive data management to proactive financial insight.
Key capabilities include automated debt lifecycle management, real-time market data integration, board-grade reporting, interest rate scenario modelling, and full timestamped transaction logging.
Teams typically reach functional status within hours. Monthly subscription, with anytime cancellation.
API Access
Has API
No
API Access
Has API
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
€250 per month
Single currency
up to 50 instruments(loans, derivatives) included
up to 5 internal users
up to 50 instruments(loans, derivatives) included
up to 5 internal users
Free Trial
Yes
Free Version
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
TPG Software
Founded
1991
Country
United States
Website
www.tpgsoftware.com
Vendor Details
Company Name
emformX GmbH
Founded
2007
Country
Germany
Website
www.treasuryview.com/en/
Product Features
Financial Risk Management
Compliance Management
Yes
Credit Risk Management
Yes
For Hedge Funds
Yes
Liquidity Analysis
No
Loan Portfolio Management
No
Market Risk Management
No
Operational Risk Management
Yes
Portfolio Management
Yes
Portfolio Modeling
Yes
Risk Analytics Benchmarks
No
Stress Tests
Yes
Value At Risk Calculation
No
Hedge Fund
Compliance Management
Yes
Contact Management
No
Investor Accounting
No
Investor Reporting
No
P&L Calculation
Yes
Partnership Accounting
No
Performance Analysis
No
Portfolio Analysis
Yes
Portfolio Management
Yes
Investment Management
Accounting Management
Yes
Benchmarking
No
Bonds / Stocks
Yes
Client Management
Yes
Commodities
No
Compliance Reporting
Yes
Data Import / Export
Yes
For Investment Advisors
Yes
For Investors & Traders
Yes
Fund Management
No
Modeling & Simulation
Yes
Payroll & Commissions
No
Performance Metrics
No
Portfolio Management
No
Risk Management
Yes
Product Features
Financial Risk Management
Compliance Management
No
Credit Risk Management
No
For Hedge Funds
No
Liquidity Analysis
No
Loan Portfolio Management
Yes
Market Risk Management
Yes
Operational Risk Management
No
Portfolio Management
No
Portfolio Modeling
Yes
Risk Analytics Benchmarks
Yes
Stress Tests
Yes
Value At Risk Calculation
Yes
Treasury
Cash Management
No
Debt Management
Yes
For Government
No
For Hedge Funds
No
Forecasting
No
Liquidity Management
No
Payment Management
No
Risk Management
Yes
