Modern Treasury for Investment Platforms

Build Scalable Investment Infrastructure Without the Complexity

Move, track, and reconcile funds with the reliability and transparency your investors expect.

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“This has solved a real operational challenge for us. We are now able to send money back in less than two weeks to 95 percent of our investors.”

Francisco Meyo
Corporate Controller at Masterworks
Read customer story
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Built for Investment Platform Engineering Teams

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Improve the Investor Experience

Speed up payouts, dividends, and commission payouts with payment infrastructure that delivers fast, reliable disbursements over same-day ACH, wires, and instant payment rails.

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Move Money with Less Risk

Send money instantly and securely with infrastructure that supports Request for Pay (RFP) and real-time rails like RTP and FedNow. No more delays or missing funds.

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Track Every Trade Instantly

Power in-app experiences like trades, fund transfers, and balance updates with real-time tracking.

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Scale Without Starting Over

Add banks, rails, and new products through a single API built on reliable infrastructure to launch faster, handle more volume, and build in redundancy as you grow.

What's the ROI on Real-Time Payments?

Find out how much your investment firm can save with instant payments.

Instant Payments Calculator

Enter the annual number of wire transactions to be replaced by FedNow or RTP payments.

Your Estimated Annual Savings$315,000Talk to us
For Teams Powering Modern Investment Platforms

One Platform to Bring It All Together

Move faster and stay in sync with one API, one dashboard, and infrastructure that understands how payments really work.

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Track

Monitor capital flows, reflect investor activity, and calculate balances accurately with a real-time, double-entry ledger.

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Move

Access ACH, wires, RTP, FedNow, and stablecoins – from one place. No more jumping between systems.

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Manage

Work faster and smarter with a platform purpose-built for payments.

Ready to Build Better Investment Infrastructure?

Tell us about your platform, and we’ll show you how Modern Treasury helps investment teams scale faster.

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Valon
Drivewealth
Korber
avidxchange
Liuna
Procore
Alegeus
Navan
Stewart Title logo
Valon
Drivewealth
Korber
avidxchange
Liuna
Procore
Alegeus
Navan