HedgePoint

Overview

HedgePoint is a web-based FX risk platform for treasury teams and FX advisers, including lean teams that need structured exposure analysis. It is a strong fit for analysis and planning, but less suitable for buyers who need trade execution or integrations in place now.

Key features

The AI parser accepts PDF, SWIFT and email trade confirmations and extracts more than 15 trade fields. That breadth can cut down on manually transferring confirmation data into positions, especially when documents arrive in different formats. Exposure views bring entities, counterparties and more than 100 currency pairs together; file import and exposure forecasting are supported. Trade execution is not, so teams must handle placing trades elsewhere.

The dashboard combines live mark-to-market valuations and FX rates 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. These are useful for preparing and evaluating hedge decisions, but they do not complete the transaction workflow. Integrations are still under construction, which may also make HedgePoint a poor fit for teams that depend on connecting their treasury systems today.

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 isolation. It says parser documents are not used to train models and that it has zero-retention API agreements with AI providers. GDPR compliance, a DPA and immutable logs for every action are also stated. Weekday phone support runs from 9am to 6pm GMT, with business-day responses within 24 hours.

Pricing

The free plan costs nothing and includes 6 of 38 features. It provides a no-cost way to assess a limited part of the product, but the small feature share makes it a narrow substitute for a paid treasury workflow.

Starter is £2,500 a month, billed monthly, with a 12-month minimum and 14 of 38 features. It is the lowest-cost paid entry point, but buyers should weigh a full-year commitment against the fact that integrations are not ready. Growth is £5,900 a month with 28 of 38 features, of which 26 are available today and two are due once released. That makes it a broader option for teams willing to accept some pending functionality.

Professional costs £10,900 a month and includes 32 of 38 features; 27 are available today and five once released. Institutional is £15,900 a month, with all 38 features, though only 30 are available today and eight once released. Those higher tiers promise wider access, but a substantial share of their feature counts is not yet available. Bespoke Development has custom pricing, with features and access agreed with a Portfolio Manager.

Prices exclude VAT. Paid plans have a 12-month minimum; 24-month options reduce cost by 25% per annum, trading flexibility for a lower annual cost. The listed monthly charges should therefore be considered alongside the commitment, not as a short-term monthly subscription.

Platforms

HedgePoint runs on the web and is deployed in the cloud. Its exposure import method is file import; integrations are not yet ready, and trade execution is not supported.

Who it's for

HedgePoint suits treasury teams and FX advisers that want document parsing, consolidated exposure views and planning tools in one web platform. Its intended audience includes two-person treasury teams, so its scope is not limited to large treasury departments. It is a weaker choice for teams that need integrated systems or execution in the same product, or that cannot accept a 12-month paid commitment.

Pros and cons

Pros: PDF, SWIFT and email parsing extracts 15+ trade fields, helping bring varied confirmations into analysis.

Pros: Exposure views cover entities, counterparties and more than 100 currency pairs, with forecasting and planning tools for evaluating hedge decisions.

Pros: The stated security approach includes encryption, tenant-level isolation, zero-retention AI-provider agreements and immutable audit logs.

Cons: Trade execution is absent, so HedgePoint does not take a team from exposure analysis through trade placement.

Cons: Integrations are under construction, limiting its fit for workflows that need connected treasury systems now.

Cons: Paid plans require at least 12 months, while some features counted in Growth, Professional and Institutional are not yet available.

Alternatives

Foreign Exchange Management Software is the broader category directory for comparing products in this field.

Choose CNS Treasury if a 90-day full-platform free trial with no credit card is more useful for evaluation, or if its free FX Markets Dashboard better matches the immediate need. FIS Data Integrity Manager is a paid web alternative. Consider CompuHedge if API access or a free trial matters; it is paid and also has a web platform. Deaglo FX Risk Management is another paid option with API and web access, a free trial and custom pricing tailored to client size and complexity.

Kyriba offers a paid, custom-priced treasury product across web, API, iOS and Android. Fyorin Treasury Management System is a paid API and web option with custom pricing. If a lower published starting price and a free trial are priorities, Hedgebook has a corporate licence from $250 a month and supports API and web. Kantox is a paid API and web currency management platform with enterprise pricing not stated publicly.

Verdict

Choose HedgePoint if your treasury team needs to convert trade confirmations into broad exposure analysis and hedge-planning work, and can operate without integrations or execution for now. Its parsing, forecasting and planning tools give it a clear analytical purpose. Look elsewhere if you need an end-to-end connected workflow or cannot justify a year-long commitment before all tier features are available.