HedgePoint

Overview

HedgePoint is a cloud FX risk platform for treasury teams and FX advisers, including small teams that want to turn trade confirmations into exposure views and planning work. It is best suited to teams prepared to work without integrations for now and commit to a year for a paid plan. Its strongest case is the combination of document parsing and analysis; its biggest caveat is the long commitment before integrations are ready.

Key features

The AI parser accepts PDF, SWIFT and email trade confirmations and extracts more than 15 trade fields. That can help treasury teams bring varied confirmation formats into a usable view without relying solely on manual entry. Exposure views span entities, counterparties and more than 100 currency pairs, with forecasting and file import supported. Trade execution is not included, so teams still need another route to place trades.

The dashboard brings live mark-to-market valuations and FX rates together with position charts and activity notifications. Planning tools include an AI Treasury Manager, policy drafting and documentation, a trade playbook, hedge simulation and back testing. This is a useful analysis and preparation toolkit, but not a complete execution workflow.

HedgePoint says it encrypts data at rest with AES-256 and in transit with TLS 1.3, uses AWS KMS-managed keys, and hosts on AWS EU (Ireland) with tenant-level data isolation. It says parser documents are not used to train models and that it has zero-retention API agreements with AI providers. It also states that it is GDPR compliant, offers a DPA and maintains immutable audit logs. These safeguards address important data-handling concerns for treasury records. Weekday phone support runs from 9am to 6pm GMT, with business-day responses within 24 hours.

Integrations are still under construction. For teams that need treasury data to flow into existing systems now, that gap is more consequential than the breadth of the analysis tools.

Pricing

HedgePoint has a free plan and paid tiers starting at £2,500/mo. Prices are exclusive of VAT, and every paid plan carries a 12-month minimum commitment; 24-month options reduce cost by 25% per annum. That makes the monthly figures less flexible than they may first appear.

The free and Starter tiers give up much of the 38-feature set. Higher tiers include more, but their stated totals include features that are not yet available, so buyers should weigh current needs against promised scope before accepting a 12-month term. No seat quota or trial length is stated for HedgePoint.

Platforms

HedgePoint is a cloud service available on the web. Exposure data is imported by file, and the platform does not execute trades.

Who it's for

HedgePoint targets treasury teams and FX advisers, including two-person treasury teams. It makes most sense for groups whose priority is parsing confirmations, consolidating currency exposure and planning hedges. It is a weaker fit for teams that need execution or integrations as part of the same system today.

Pros and cons

• Pros: Confirmation parsing across PDF, SWIFT and email extracts 15+ fields, reducing format friction for teams consolidating trades.
• Pros: Exposure views cover entities, counterparties and more than 100 currency pairs, with forecasting and planning tools alongside live valuations.
• Pros: Stated encryption, tenant isolation, GDPR compliance and audit logging provide a defined security and governance posture.
• Cons: A 12-month minimum on paid plans limits the ability to trial a substantial spend over a short period.
• Cons: Integrations are under construction and trade execution is absent, leaving gaps for connected or end-to-end workflows.
• Cons: Several features counted in upper-tier totals are not yet released, so the package breadth is partly prospective.

Alternatives

CNS Treasury is worth considering if a 90-day full-platform free trial or a freemium FX markets dashboard is a better way to evaluate treasury software. FIS Data Integrity Manager is a paid web alternative for buyers considering another option in the category. Kantox suits buyers looking for a paid currency management platform across API and web, with enterprise pricing not stated publicly. Kyriba is a paid option spanning Android, iOS, API and web, with custom pricing. Fyorin Treasury Management System is another paid API and web system with a custom offer. Forge aHedge may suit buyers who want a modular platform whose price scales with commodities or reference prices and currency pairs. LSEG Corporate Treasury Risk is a paid web alternative with pricing available through sales. Hedgebook is worth comparing if a corporate licence priced at 250.00 USD per month and a free trial better match the buying preference.

Explore more options in Foreign Exchange Management Software.

Verdict

HedgePoint is a strong candidate for treasury teams and FX advisers that want confirmation parsing, broad exposure analysis and hedge-planning tools in one web platform. Choose it when those capabilities outweigh the lack of trade execution and unfinished integrations, and when a 12-month paid commitment is acceptable. Look elsewhere if connected workflows, execution or a lower-risk evaluation period are essential.