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Transform Treasury Investing With Portal Technology

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Executive Summary

Over the past decade, the financial services industry has developed a variety of automated systems designed to improve the short-term investment process. These tools range from simple Web sites offered by money fund providers to robust investment portals offering a market of investments to the investor over a secure integrated Web site. These tools are quite different with respect to the level of features and functionality. It is important for the corporate investor to understand the major differences as well as the subtleties among the various online investment products offered by Financial Services Providers (FSPs) and to adopt a product that will meet their needs while optimizing performance and control.

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