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AV Cash Management

included in your Assetview subscription

Manage your Cash

forecasting to optimize your liquidity

  • Each account
    track your cash balance in each account based on transactions
  • Consolidated
    view of your cash holdings across accounts
  • Analytics
    for all asset classes built on time-based cash flows
  • Cashflow
    calculates cashflow for each asset within each account
  • Projected Modes
    project your available cash balance at any future date

AssetView's Value

granular tracking and a wide angle lens to execute on your cash management strategy
Optimize
cash planning optimizes your returns
Zoom Lens
from portfolio level cash management to transactional level cash adjustments
Time Savings
manage your financial picture including cash in one dashboard

Private, low cost, unified, powerful, insightful — AssetView excels

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