For private businesses

Turn treasury into a competitive advantage.

Stop leaving money on the table. Put excess cash to work automatically, with returns above your bank's rate.

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Treasury Holdings Overview
📊 Allocation Review
Total Holdings
$0.00M
CAD Equivalent
Weighted Yield
0.00%
+0.15% vs Target
Liquidity (T+3)
$0.00M
80% of assets
Portfolio Allocation
Cash 30%Money Market 50%GIC 20%
High Interest CashCashT+0$5,666,4005.00%
USD Money MarketMoney MktT+1$9,444,0005.10%

Built for businesses that move fast.

Stop leaving money on the table.

  • ✓Earn more on your operating cash
  • ✓Put excess cash to work automatically
  • ✓Transparent fee structure, no surprises

Get the insights to make better decisions.

  • ✓Real-time view of your liquidity position
  • ✓Model major decisions before committing
Make Upside do the work for you

Turn idle cash into active returns.

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