Understand your investments
Track holdings, valuations, accruals and returns across eight investment asset classes, with entity and consolidated views.
Investment managementFAMILY OFFICE PLUS · TREASURY OS
Your treasury.
One clear view.
Bring investments, cash, borrowings, risk and policy together. Give your enterprise or family office the clarity to see the whole picture—and the controls to act with confidence.
Across entities. Across asset classes. In one workspace.
Multi-entity visibilityMaker-checker governanceFive treasury modulesMulti-user collaborationRole-based accessAudit-ready workflows
BUILT AROUND YOUR DAY
From portfolio detail to the bigger picture.
Follow your investments, understand your liquidity and keep decisions accountable. Connected workflows give each part of your treasury its place.
See your cash commitments
Bring cash balances, expected investment flows and borrowing obligations into view, so your team can plan with context.
Cash & liquidityKeep control as you grow
Organize entity access, review governed actions and monitor risk and policy alongside day-to-day treasury activity.
Governance & securityTHE WORKSPACE, IN FOCUS
A useful overview.
The detail behind it.
Move from a consolidated view to individual entities and holdings. Review KPIs alongside the available freshness and completeness indicators, then explore the records behind your next decision.
Take the product tour
CONFIDENCE THROUGH CONTROL
Clear responsibilities.
Recorded decisions.
Your organization manages its people and entity access. Maker-checker workflows support review, while activity and approval records help teams understand who did what and when.
Explore governanceLET’S TALK TREASURY
See what clarity can look like.
Walk through your investment and treasury needs with the Sri Sanchay team.