Managing multiple bank accounts can be complex, but our Cash Board simplifies it. The Cash Board enables a consolidated view of data from your banking partners giving you oversight of your cash portfolio.
You can monitor liquidity and manage counterparty exposure, keeping it within pre-set limits. As a modelling tool, it also helps you make informed decisions to optimise yield and reduce risks.
With our support, you gain visibility and control. Manage your liquidity confidently with Concentric’s Cash Board.
Cash Board FAQs.
What is the Cash Board and how can it help me?
The Cash Board is a web-based app that shows cash balances at your banking partners, providing a consolidated view of your cash portfolio. You can judge balances, exposure, and limits, helping you manage your cash effectively.
Can I set custom limits for my accounts?
Yes, you can set bespoke exposure and liquidity limits, and the Cash Board will monitor if those limits are exceeded. This feature helps you stay on top of your cash management needs.
How does the Cash Board improve cash visibility?
With a consolidated view & portfolio modelling ability, the Cash Board gives you full visibility and control over your cash holdings, helping you make informed decisions to reduce risk.
