PAYMENT OPERATIONS FOR INVESTMENT FIRMS AND BROKERAGES

Faster Fund Flows. Smarter Investor Ops.

Deliver a better investor experience with real-time payments, accurate balances, and modern infrastructure that scales with your platform.

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“This has solved a real operational challenge for us. We are now able to send money back in less than two weeks to 95 percent of our investors.”

Francisco Meyo
Corporate Controller at Masterworks
Read Case Study Here
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Why Investment Platforms Choose Modern Treasury

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Improve the Investor Experience

Speed up payouts, dividends, and commission payouts with fast, reliable disbursements over same-day ACH, wires, and instant payment rails.

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Move Money with Less Risk

Send money instantly and securely with Request for Pay (RFP) and real-time rails like RTP and FedNow—no more delays or missing funds.

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Track Every Trade Instantly

Power in-app experiences like trades, fund transfers, and balance updates with real-time tracking.

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Scale Without Starting Over

Add banks, rails, and new products through a single API to launch faster, handle more volume, and build in redundancy as you grow.

What's the ROI on Real-Time Payments?

Find out how much your investment firm can save with instant payments.

Instant Payments Calculator

Enter the annual number of wire transactions to be replaced by FedNow or RTP payments.

Your Estimated Annual Savings$315,000Talk to us
FOR PAYMENTS AND PRODUCT TEAMS POWERING MODERN INVESTMENT PLATFORMS

One Platform to Bring It All Together

Move faster and stay in sync with one API, one dashboard, and one AI agent that understands how payments really work.

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Move

Access ACH, wires, RTP, FedNow, and stablecoins – from one place. No more jumping between systems.

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Track

Monitor capital flows, reflect investor activity, and calculate balances accurately with a real-time, double-entry ledger.

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Manage

Work faster and smarter with an AI Agent and Workspace purpose-built for payments.

Simplify Your Payment Operations

Tell us a little about your business, and we’ll show you what’s possible with Modern Treasury.

Stewart Title logo
Valon
Drivewealth
Korber
avidxchange
Liuna
Procore
Alegeus
Navan
Stewart Title logo
Valon
Drivewealth
Korber
avidxchange
Liuna
Procore
Alegeus
Navan