HedgePoint

Overview

HedgePoint is a web-based FX risk management platform built around trade-confirmation parsing, exposure analysis and treasury planning. It suits treasury teams and FX advisers that can work without integrations for now and are prepared to commit to a year for a paid plan. Its case is strongest for teams seeking analysis and planning in one place, rather than trade execution.

Key features

The AI parser accepts PDF, SWIFT and email trade confirmations and extracts more than 15 trade fields. That offers a way to turn varied documents into structured trade data, while file import supports exposure data entry. Exposure views bring together entities, counterparties and more than 100 currency pairs, with forecasting available. The limitation is clear: HedgePoint does not execute trades, so it cannot carry a team from analysis through placement.

The dashboard combines live mark-to-market valuations and FX rates with position charts and activity notifications. The planning toolkit adds an AI Treasury Manager, policy drafting and documentation, a trade playbook, hedge simulation and back testing. This breadth can support decision preparation, though several plan features are not yet released.

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 also says parser documents are not used to train models, AI-provider agreements require zero retention, and it is GDPR compliant, offers a DPA and keeps immutable audit logs. Weekday phone support runs from 9am to 6pm GMT, with business-day responses within 24 hours.

Pricing

HedgePoint has a free plan and four paid tiers priced per month, all with a 12-month minimum commitment. Prices exclude VAT. A 24-month option reduces cost by 25% per annum, but extends an already substantial commitment.

• Free: free, with 6 of 38 features. It is a low-commitment way to assess a limited portion of the product, but the small feature allocation makes it a poor fit for a team seeking the full analysis and planning set.
• Starter: £2,500 a month, billed per month with a 12-month minimum, and 14 of 38 features. It is the entry paid tier, but its narrow feature count and annual obligation call for a clear need before signing.
• Growth: £5,900 a month, billed per month with a 12-month minimum. It includes 28 of 38 features, 26 available today and 2 once released, making it a broader option while still depending partly on future availability.
• Professional: £10,900 a month, billed per month with a 12-month minimum. Its 32 features include 27 available today and 5 once released; the higher price buys broader access, but more of that scope is pending.
• Institutional: £15,900 a month, billed per month with a 12-month minimum. It covers all 38 features, though 8 are once released and only 30 are available today.
• Bespoke Development: custom pricing, with features and access agreed with a Portfolio Manager. This suits buyers needing an individually agreed scope, but not those who need a published price to compare.

No seat or usage quota is given for these plans, so teams should confirm their intended scope before accepting a long minimum term.

Platforms

HedgePoint is available on the web and is cloud-deployed. Integrations are under construction, which is a material drawback for teams that need it connected to other systems now; the product is better suited to workflows that can rely on file imports in the meantime.

Who it's for

Treasury teams and FX advisers are the intended users, including two-person treasury teams. Small teams may value having parsing, exposure views and planning together, but the paid minimum commitment and entry price make a paid tier a serious decision rather than a casual upgrade. Buyers that need trade execution or ready integrations should look elsewhere.

Pros and cons

• Pros: Parsing covers PDF, SWIFT and email confirmations and extracts 15+ fields, reducing the gap between documents and usable trade data.
• Pros: Exposure analysis spans more than 100 currency pairs and includes forecasting, while planning tools cover simulation and back testing.
• Pros: Published security measures include encryption, tenant isolation, zero-retention AI-provider agreements and immutable audit logs.
• Cons: Trade execution is absent, leaving teams to use another route to place trades.
• Cons: Integrations are still under construction, limiting its role in an already connected treasury workflow.
• Cons: Paid plans require at least 12 months, and each tier includes features that are not yet released.

Alternatives

CNS Treasury is worth considering for buyers who want a free-trial route: it offers a 90-day full-platform trial without a credit card, as well as a free markets dashboard.

FIS Data Integrity Manager is a paid web alternative.

Kyriba may suit teams looking for a paid treasury option across web, Android, iOS and API, with custom pricing.

Fyorin Treasury Management System is a paid web and API alternative with custom offers.

Kantox offers a paid enterprise currency-management platform through web and API, with pricing not stated publicly.

Forge aHedge is a paid web and API option with modular configuration and quote-based pricing that scales with commodities or reference prices and currency pairs.

LSEG Corporate Treasury Risk is a paid web alternative with pricing available through sales.

Nomentia Cash Flow Forecasting is another paid web option.

Browse the Foreign Exchange Management Software category for more options.

Verdict

HedgePoint is best for treasury teams and FX advisers that want to turn confirmations into exposure analysis and planning, and can accept file-based workflows while integrations remain unfinished. Its strongest reason to choose it is the combination of document parsing, multi-currency exposure views and planning tools. The main reason to look elsewhere is the combination of no trade execution, a 12-month minimum and high paid-plan prices.