Treasury Management

Streamlined Treasury Management in the Cloud

Imagine seeing your entire loan portfolio at a glance with a few mouse clicks, including reports and business intelligence that expose valuable treasury management insights.

With IvyTek’s treasury management capabilities, you are able to fund loans using multiple funding sources and manage payables and receivables from within one platform. In addition, you’ll get real-time reporting as soon as a payment hits - giving you the ability to track the ROI of each funding source.

Say goodbye to jumping from system to system, running multiple nightly ETLs, manual spreadsheets, or third-party apps. Say hello to IvyTek treasury management.

Here’s what you can expect from our Treasury Management solution:
  • Easily manage lender and investor relationships from within the Salesforce CRM

  • Simply and accurately track covenants and restrictions on your funding sources

  • 360-degree view of your loan portfolio from a single dashboard

  • Automate reporting on funds earmarked, encumbered, and disbursed

  • Real-time management of amortizations, receivable loans, and payable loans

  • Immediate access to actionable business insights

Streamline. Simplify. Automate.

IvyTek helps you navigate through the complex and ever-changing online lending industry with one flexible software solution.