Your expertise. Our platform. Better outcomes for your clients.
Leverage HedgeFlows' platform for instant client insights — no spreadsheets or questionnaires. Implement best practices, tap into our expert network, and grow your practice with high-potential clients.
Trusted by international businesses:
Built for independent advisors
Everything you need to deliver better treasury advice, faster
Instant client insights
Connect your client's accounting system and get instant visibility into FX exposures, cash flows, and risk profiles. No spreadsheets or questionnaires needed.
Best-practice frameworks
Access proven treasury management frameworks and tools. Deliver institutional-grade advice to businesses of any size, backed by real-time data.
Expert network
Tap into HedgeFlows' network of FX and treasury specialists. Collaborate on complex client situations with experienced practitioners.
Client pipeline
Access a community of high-potential international businesses looking for treasury guidance. Grow your practice with qualified leads.
Smart Tools
From data to insight in minutes, not weeks
Connect your client's accounting system and instantly see their FX exposures, payment patterns, and risk profile. Run scenario analyses, model hedging strategies, and present recommendations — all from one platform.
- Real-time FX exposure dashboards
- Scenario analysis & hedge modelling
- Automated risk reports for clients
- White-label client presentations
Community
Join a network of forward-thinking advisors
Be part of a growing community of independent treasury advisors. Share knowledge, access training, and connect with businesses that need your expertise. HedgeFlows handles the execution — you focus on the advice.
- Referral commissions on client activity
- Ongoing training & certification
- Co-marketing opportunities
- Dedicated partner support