Modern Treasury for Investment Firms and Brokerages

Accelerate Returns and Improve Liquidity

Deliver better investing experiences with real-time payment operations.

Masterworks logo

“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
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The Payments Partner of Choice for Investment Firms and Brokerages

Reduce counterparty risk

Integrate instant payment rails and "Request for Pay" functionality to facilitate safer, faster trades.

Better customer experiences

Accelerate investor payouts and brokerage commissions with faster payment rails, like same-day ACH, wires, and FedNow / RTP.

Increase efficiency

Automatically record and reconcile each transaction to attribute incoming funds, track payouts, and provide account balance visibility.

Scale faster

Add multiple bank partners and rails through a single API to launch new investment products faster, handle growing trade volumes, and build redundancy.


Find out how much your company can save from 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 Product Teams

One Platform for Payment Operations

Empower your business and delight your customers with the only platform that moves, tracks, and reconciles payments in real-time.

Payments

Comprehensive infrastructure to orchestrate bank payments at scale.

Ledgers

Track money or any store of value in an accurate, scalable database.

Reconciliation

Leverage AI and reconcile 100% of transactions faster with a self-learning system.


Linqto logo

“We're not just a regular broker—we're trying to create a new marketplace and that’s a bigger strategic win for the company. All these building blocks around payments have been absolutely critical.”

David Paul, CFO at Linqto

Trade up with real-time payments operations

“The relationship we've established with the Modern Treasury team has been great from the beginning. There was a lot of collaboration, which was a big part of setting up the integration and learning through the process.”

Siddhesh Pai Raikar, Director of Engineering at DriveWealth


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