Key takeaways
- Investment Management in Atlar lets finance teams connect third-party investment accounts and view them alongside cash balances.
- Initial provider connections include TreasurySpring, GS Mosaic, Morgan Money, and ICD.
- Connected accounts can track holdings across funds and maturities, available liquidity over time, and combined visibility with bank balances and credit lines.
- Investments can be included in forecasts, reports can be consolidated across banks, accounts, and funds, and holdings can be analyzed with pivot tables and dashboards.
- Placing and managing investments directly in Atlar is described as coming soon; visibility and connected reporting are what this launch provides now.
Managing cash is more complex than ever. Treasurers need to balance liquidity, risk, and return — all while ensuring they have visibility over where their money is and how it’s performing. That’s why we’re introducing Investment Management in Atlar: a new way for finance teams to get real-time visibility on investments and combine them with cash balances for a complete picture.
With this launch, customers can connect third-party investment accounts directly in Atlar, starting with providers like our partner TreasurySpring, plus GS Mosaic, Morgan Money, and ICD. Over time, Atlar will also allow teams to place and manage investments directly within the platform, alongside payments, balances, and reporting.
Why it matters
Growing companies often face two challenges:
- Fragmented visibility: investments tracked separately from cash balances, often across multiple portals.
- Inefficient execution: moving cash into or out of investments involves manual steps and reconciliation.
Atlar provides a single platform to see and manage both cash and investments, making decisions faster and processes more efficient. For customers like GetYourGuide and Tide, this means bringing global cash and investment operations into one place, without relying on disconnected systems.
Real-time investment visibility
By connecting their investment accounts, customers can track:
- Holdings across funds and maturities
- Available liquidity over time
- Combined visibility with bank balances and credit lines
This visibility complements other Atlar products like Cash Management, which provides a real-time view across bank accounts, and Cash Flow Forecasting, helping treasurers plan ahead with confidence.
Consolidated reporting
With investments in Atlar, reporting becomes far more powerful:
- Include investments in forecasts
- Consolidate reports across banks, accounts, and funds
- Drill into holdings with pivot tables and dashboards
Combined with features like Sweeping Rules — which automatically transfer cash between accounts — treasurers can ensure surplus liquidity is put to work effectively.
Managing investments directly in Atlar
Visibility is just the beginning. Atlar is building towards functionality that will let treasurers identify excess cash and deploy it into investments — directly from the platform. This will bring investment execution into the same workflows customers already use for payments, reconciliation, and reporting.
Integrations with leading platforms
Atlar connects to major investment providers, alongside our many other integrations with banks, payment providers, and more. For now, these include:
- TreasurySpring (read our partnership announcement)
- GS Mosaic
- Morgan Money
- ICD
What this means for finance teams
With Investment Management in Atlar, treasurers gain:
- Complete visibility across banks, balances, credit lines, and investments
- Consolidated reporting to reduce manual effort
- Direct execution (coming soon) to place and manage investments
- Access to leading providers without leaving Atlar
By combining Investment Management with other Atlar products, finance teams at fast-scaling businesses like GetYourGuide and Tide can manage liquidity more strategically, turning treasury into a driver of efficiency and growth.
Get started
Investment Management is now available in Atlar. To see how it can help your team manage liquidity and investments in one place, book a demo or get in touch. Learn more on our product page.
