Citi has partnered with Cachematrix to update its online investment portal for money market funds.

The new solution will allow treasury professionals to manage their portfolios in a more streamlined manner. For both active and automated investments, clients will be able to leverage automated analytics tools to support their strategic decision-making and risk management processes, through the bank’s mobile banking solution, CitiDirect BE.

Clients now get increased visibility to counterparty exposures, more interactive tools, new alert options, greater customisation to tailor how information is displayed, and a simplified approach to managing accounts.

Mark Smith, global head of liquidity management services for treasury and trade solutions at Citi, commented: “The world is moving toward better technology, simpler design, and instant access to data and automated analytics.

"We have redesigned the end-to-end user experience in our Citibank Online Investment portal, to ensure that we are providing our clients with more data-rich fund research and analytics tools; new choices for automated sweep rebalancing; a simplified account structure; and enhanced usability with increased customisation options.”

Dave Agostine, chief executive at Cachematrix, added: “As cash management has become increasingly in focus with corporate investors, it is important for financial institutions to provide innovative liquidity solutions that create ease in what has historically been a cumbersome process.”

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