Financial control across entities & jurisdictions.
Forget spreadsheets. Track transactions, manage liquidity across banks and entities, and generate meaningful reports. Built for SMEs that need clarity, speed and control.
Plan, adapt and report faster with a financial tool designed for fast-moving startups. Track cash flow, compare scenarios and keep investors informed with clear, real-time insights.
Position your firm as a modern financial partner. Tresio enables you to offer CFO-level services like real-time liquidity planning and reporting, all without manual spreadsheet work.
Track liquidity and loans across projects, entities, banks and jurisdictions, plan future investments, and create clear reports. No more scattered spreadsheets, just full financial control in one powerful tool.
Gain real-time visibility into cash positions, intercompany flows, banking exposure and loans. Tresio helps you manage multi-entity portfolios with clarity, speed and full reporting control.
30.06.2024 01.07.2024
30.09.2024 01.10.2024
31.12.2024 01.01.2025
31.03.2025
Trusted globally by 450+ businesses
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Optimize your family office's financial
management with TRESIO
YOUR SITUATION TODAY
Managing a family office's wealth is intricate
Managing a family office's wealth, especially with investments in real assets, demands a nuanced approach to financial oversight.
Balancing multiple bank accounts, currencies, and entities is challenging, making it essential to have a comprehensive yet straightforward system to monitor cash flow and bank account statuses.
YOUR SOLUTION WITH TRESIO
Gain unparalleled visibility and control with TRESIO’s financial toolkit
TRESIO offers a robust platform tailored for wealth managers. It provides instant access to consolidated financial data, enabling more informed decision-making processes.
Additionally, it simplifies the management of diverse assets and accounts, ultimately enhancing overall operational efficiency.
TRESIO’s core features
MULTI-BANKING
Centralize your financial oversight
Easily monitor all bank accounts and currencies in one place, reducing the need to access multiple banking platforms and providing a clear view of your financial status.
LIQUIDITY PLANNING
Master your cash flow across entities
With TRESIO, anticipate and plan for future cash movements, ensuring you're always informed and prepared for the family office's financial needs. Future cash flows can be planned on the individual entity as well as on group level - multiple holding levels are supported.
ACCOUNT RECONCILIATION
Gain real-time transaction insights
Our upcoming account reconciliation feature will provide you with real-time insights into past transactions, enhancing your financial oversight and strategic planning.
COST-EFFECTIVE TREASURY MANAGEMENT
We've got you covered
Leveraging our heritance in the SME sector, TRESIO delivers a treasury solution that's both sophisticated and affordable. Now extended to serve family offices and direct investment funds, our solution ensures that managing your treasury doesn't cost a fortune.
Getting Started
with TRESIO
Initiate a conversation: Connect with our experts to discover how TRESIO can revolutionize your family office's financial management
Needs assessment: Our team will tailor their approach to your specific needs, focusing on providing a clear overview and efficient management of your cash flow and bank accounts
Tailored offer: Receive a proposal designed to meet the unique challenges and complexities of your family office, especially in managing real assets
Setup assistance: Our dedicated team will guide you through the setup process, ensuring TRESIO integrates seamlessly into your operations
Ready to go: Achieve comprehensive financial control and visibility within 1-3 months, enhancing the strategic management of your family office's wealth
Benefits
Obtain a comprehensive view of your financial landscape, enabling quick access to critical data and insights across all entities and bank accounts.
With our tools, predict and manage your cash flow needs accurately, ensuring financial stability and readiness for opportunities or challenges.
Manage all banking relationships in one platform, saving time and reducing the complexity of financial operations.
Utilize real-time financial data and liquidity planning tools to make informed decisions that protect and grow the family office's wealth.
Benefit from a sophisticated treasury solution that offers significant savings compared to traditional systems, tailored for family offices and direct investment funds.
With TRESIO, your data is not only hosted in Switzerland, adhering to the highest standards of privacy and security, but is also protected with our commitment to top-tier security measures, ensuring your financial information is safe and never leaves Swiss territory.