017 modules
Inside Management
Each module below ships as a first-class page in the Management workspace.
Browse by category
- PLANNINGAI copilot, policy, playbooks, simulation and back-testing.
- TRADINGDashboard, ledger, document parser, exposure & scenarios.
- RISK & STRATEGYBarriers, margin, MTM, target orders, execution & benchmarking.
- TARF ANALYZERTARF builder, spot scenarios, restructure assistant.
- MANAGEMENTHereUsers, subsidiaries, KYC, audits, intelligence & messaging.
MANAGEMENT
Run the back office.
User Management
Invite Analysts and Viewers into your organisation, manage their roles, and track pending email invitations.
Subsidiaries
Group multiple legal entities under one parent. Report consolidated across every subsidiary, or narrow to any one.
KYC Vault
Automated KYC profiles, UBOs and reminders. One workbench for every client.
Audit Reports
Six audit-ready CSV reports out of the box, plus a full activity log.
Financial Intelligence
Bespoke Financial and Industry intelligence reports, researched by your HedgePoint team and delivered to your secure portal.
Notifications
Per-organisation control panel for every automated email HedgePoint sends, on by default.
Secure Messaging
Secure, tracked, on-platform messages from your HedgePoint team, with a full audit trail.
7 modules in Management
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