Treasury & Embedded Investing
Treasury & Embedded Investing use cases
See how Treasury & Embedded Investing supports specific products and workflows, then scope the requirements providers need to answer.
Offer yield on customer balances
Sweep idle client cash into money market funds, T-bills or high-yield savings with clear disclosures.
Read the use caseEmbed retail brokerage
Let users buy fractional shares, ETFs or crypto from inside your product on a partner's licence.
Read the use caseAutomate corporate treasury
Move operating cash between accounts, MMFs and short-term instruments via API, with reporting for finance teams.
Read the use caseRun a savings or goal-based product
Let users create savings pots with interest, funded by a licensed partner bank or fund.
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