White-Label Programme · Powered by HedgePoint

Your brand. Our FX infrastructure.

Launch a fully-branded FX risk management platform for your corporate clients in weeks — not quarters. HedgePoint provides the derivatives pricing, AI parsing, and compliance rails; you keep the client relationship and the brand.

SOC 2 aligned controls
Role-scoped multi-tenancy
A
Now showing
Atlas Capital
A
Atlas Capital
FX Risk Platform

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NO
Northwind Industries
PLANNING
AI Treasury Manager
Policy Formation
Policy Documentation
Trade Playbook
Hedge Simulator
Back Testing
TRADING
Dashboard
Trade Ledger
Document Parser
Supplier Invoice
Exposure Analysis
Stress Testing
Expiry Calendar
RISK & STRATEGY
Barrier Tracking
M2M Monitor
Target Orders
Credit Facilities
Layered Execution
Technical Analysis
Broker Benchmarking
TARF ANALYZER
Demo TARF Builder
TARF Stress Testing
Restructure Assistant
MANAGEMENT
KYC Vault
Audit Reports
Financial Intelligence
Customize sidebar
SA
Super Admin
superadmin@gma...
Portfolio Overview
Real-time FX rates, portfolio health, and upcoming milestones
Live Rates143ms
06:45:49
Mon, 20 Apr · London
SASuper Admin
Live Market Rates
LivePairsView Market Depth ›
EUR/USD+0.05%
1.1749
B: 1.1748A: 1.1750
GBP/USD-0.05%
1.3489
B: 1.3488A: 1.3490
USD/JPY+0.09%
158.9900
B: 158.9851A: 158.9949
USD/CHF+0.08%
0.7832
B: 0.7832A: 0.7833
AUD/USD+0.03%
0.7146
B: 0.7146A: 0.7147
USD/CAD-0.06%
1.3701
B: 1.3700A: 1.3702
PORTFOLIO MTM
+£4.72M+8.4%
Forwards £1.18M (25%)Options £3.54M (75%)
Mark-to-market by counter currency⚠ Approximate — model pricing pendingView Details
OPEN TRADES
142
open contractsView All
HEDGE COVERAGE
76%
of forecast · max value (notional + leverage)
MARGIN BUFFER
8.42%
1 at risk (<5% buffer)
Account Team5 users
Northwind Industries(2)
SKSarah KhanSenior Dealer
MLMarcus LeeJunior Dealer
Client Users(3)
EWEleanor WhitfieldClient Admin
TOTom OkaforAnalyst
PSPriya ShahViewer
Pending invitations (1)
finance@client.co · Client Admin · Invited Jun 9Pending
Portfolio Snapshot
Portfolio Breakdown
Hedged notional by settlement currency
MonthlyQuarterly
3M6M12M24MAll
Custom
EUR · GBP/EUR1.1845avg€2.25M hedged
ForwardsNot available
Options€2.25M (19%)
Unhedged€9.75M (81%)
USD · $GBP/USD1.2754avg$5.43M hedged
ForwardsNot available
Options$5.43M (21%)
Unhedged$20.00M (79%)
GBP · ££2.60M hedged
ForwardsNot available
Options£2.60M (11%)
Unhedged£20.90M (89%)
By Month
Maximum Value
800K400K0
ForwardsOptions

These bars show the Maximum Value you could be obligated to settle in a month (matches Credit Facilities).

Risk ResilienceHighly exposed
Your portfolio is currently 75% exposed.
Exposure Coverage
Forecasted vs hedged by month · notional
AllEUR/GBPGBP/USDUSD/GBP
3M6M12M24MAll
Custom
Coverage Gap Analysis
All pairs exposure breakdown
90%
Jan
87%
Feb
91%
Mar
85%
Apr
86%
May
93%
Jun
ForecastedHedgedUnhedged
Credit Facilities
Hedging capacity by provider — open contracts attributed by broker name
Manage
Barclays
70.0%
HSBC Markets
60.3%
Citi FX
50.0%
BarclaysGBP12m
£4.2M / £6.0M · 12t
70.0%
MC
HSBC MarketsGBP18m
£2.1M / £3.5M · 8t
60.3%
MC Free
Citi FXUSD24m
$1.4M / $2.8M · 5t
50.0%
MC
Upcoming Settlements
Next 30 days
InstrumentValue DateAmountStatusActions
GBP/USD Forward24 Apr$1,250,000ApprovedSettle
EUR/GBP Option30 Apr€840,000PendingSettle
USD/JPY TARF02 May$500,000ApprovedSettle
GBP/EUR Forward08 May€1,100,000ApprovedSettle
AUD/USD Collar15 MayA$620,000PendingSettle
USD/CAD Forward22 MayC$900,000ApprovedSettle
Recent Activity
View audit log ›
Booked GBP/EUR forward
Dealer · Sarah K.
just now
Confirmation parsed (HSBC)
AI Parser
2m
Accepted term sheet #4281
Client Admin
6m
Priced USD/JPY risk reversal
Dealer · Marcus L.
14m
Flagged barrier within 15 pips
AI Assistant
22m

Auto-rotating · hover to pause

The Challenge

FX advisory at scale is held back by four structural problems

Clients demand transparency you cannot give from a PDF

Corporate treasurers increasingly push back on opaque premiums. A static confirmation does not show scenario upside, break-even, or sensitivity — so credibility erodes on every quote.

Structuring bandwidth blocks you from ever offering options

Risk-reversals, participating forwards, and TARFs need pricing, validation, and documentation your spreadsheets simply cannot generate repeatably or at scale.

Middle-office drag turns every trade into a chore

Manual ledger entry, expiry tracking, and fixing calculations eat hours per trade — and every missed TARF fixing or barrier event exposes both client and firm to outsized risk.

Mis-selling and suitability risk is rising fast

Without a verifiable audit trail of what the client saw, approved, and accepted, complaint files become hard to defend. Regulators are watching.

Platform Capabilities

Everything your desk needs to price, quote, and service

Deployed under your name. Powered by HedgePoint. Same engine the HedgePoint dealer desk uses in production.

Add trade
Scan confirmation
Manually upload
New draft

Draft Trades

Capture a trade the way your desk works — scan a broker confirmation with AI, upload manually, or build from a draft template. Every path lands in the same ledger.

PricingMODEL
PairGBP/USD
StructureRisk Reversal
Margin0.61%
Premium$120,345.00

Trade Pricing

Price 60+ structures — spots, forwards, risk reversals, strangles, knock-ins/outs, DCDs, and TARFs — against the options pricing engine with your house margin baked in.

Unhedged
£1,520,392
!
Sensitivity

Scenario Analysis

Sensitivity mapped visually. Breakeven, upside, and downside rendered against the client’s booked exposure. Test multiple spot scenarios side by side before execution.

Portfolio mark-to-market
+£4,724,787
vs. booked rates
8% ↑

Live Valuations

Portfolio mark-to-market streamed against live market spot and model prices. Clients see their P&L move in near real time, not on a monthly statement.

Share trade
Send this link to anyone who should be able to view this trade
https://app.hedgepoint.io/t/32414a9b…

Interactive Term Sheets

One secure link replaces the PDF. Clients review structure, sensitivity, and terms — then digitally accept or reject. Every action is timestamped and audit-logged.

From PDF to platform

The static confirmation is the problem.
The interactive term sheet is the answer.

Trades on HedgePoint are not PDFs. Your client opens a live, branded view of the structure — with breakeven, sensitivity, and portfolio impact already computed. They accept digitally. You get a defensible record.

  • Every view, click, and acceptance written to an immutable audit log
  • Mis-selling defence: the client saw the same scenario you quoted
  • Digital acceptance replaces printed-and-signed PDFs
  • Version-controlled term sheets — no emailed v3_final_v2.pdf drift

Commercial impact

Expand the product set. Keep the relationship. Grow the book.

Move beyond spot and forwards

Offer options, TARFs, DCDs, risk reversals, and structured hedges priced by the same engine used by tier-1 desks — without hiring structurers.

Deepen the client relationship

Clients log into your branded platform daily for MTM, expiries, and alerts. Every session is one more reason not to move to the bank.

Automate your middle-office

AI confirmation parsing, automated fixings, and expiry calendars compress hours of admin per trade into seconds. Your margins expand.

You own the brand and the data

Domain, logo, colour palette, and copy are yours. HedgePoint is the engine — the client sees only your front door.

Workflow

From quote to executed in four steps

STEP 1

Build the trade

Dealer prices the structure on the options pricing engine — spot, forward, option, TARF, or DCD — with the house margin already applied.

STEP 2

Send to client

One-click generates a branded interactive term sheet. Emailed as a secure link — never a PDF attachment.

STEP 3

Client reviews live

Client sees scenario analysis, breakeven, portfolio MTM impact, and margin requirements — on their phone or desktop, under your brand.

STEP 4

Digital decision

Accept, reject, or request a tweak. Every action is timestamped and written to the audit log for the RFQ file.

Included in every deployment

The whole HedgePoint stack, under your banner

AI confirmation parsing

Drop any broker PDF. 97%+ field accuracy across forwards, options, swaps, TARFs.

Expiry calendar

Every fixing, barrier watch, and expiry in one timeline — with configurable alerts at 30/14/7/1 day.

Scenario analysis

Spot grid, sensitivity slider, hedge simulator — visual, side-by-side, and exportable.

Live valuations

Portfolio MTM against model premiums for options and live market spot for linear products.

Broker benchmarking

Execution rate vs. M1 mid and model mid, in basis points. Best-execution evidence on tap.

Smart alerts

Expiry, margin call, barrier hit, target order, rate threshold — in-app, email, and digest.

Modules

A modular product suite you can roll out by phase

Benchmarker

Per-trade execution analysis vs. market mid. Spreads in bps, counterparty leaderboard.

AI Assistant

Portfolio-aware AI chat. Answers in context of the client’s own positions and exposures.

KYC Vault

Automated onboarding, hosted flows, document upload, renewal reminders.

Dealer Panel

Multi-company dashboard for advisory desks. Switch books with a click.

Target Orders

Rate-triggered execution workflow with approval gates and audit trail.

Credit Facilities

Coming soon

Limit monitoring, utilisation, and margin call automation across counterparties.

Role-based access control

Six roles. One chain of trust.

Top-down, invite-only. Internal staff sit on your desk. External users sit at your clients. Hard tenant walls between them, every invitation token audit-logged.

Super Admin0/58
All companies
Invites 3 roles
Senior Dealer0/58
Assigned clients
Invites Client Admin
Junior Dealer0/58
Assigned clients
Invites Client Admin
Client Admin0/58
Own company only
Invites 2 roles
Analyst0/58
Own company only
Terminal node
Viewer0/58
Own company only
Terminal node
Same-family inviteCross-family inviteRoot node

Analyst and Viewer cannot invite. Every token is single-use, hashed at rest, 72-hour expiry, rate-limited, and audit-logged.

FAQ

White-label, in plain English

Step into the future of treasury services — under your own banner

Book a 30-minute partnership call. We’ll walk through the branded demo, the pricing flow, and a realistic roll-out plan for your desk.

No codebase fork3–6 week launchAudit-ready railsModel pricing included