HedgePoint

HedgePoint is a web-based AI-powered FX risk management platform for treasury teams and FX advisors. Its parser accepts PDF, SWIFT, and email trade confirmations and extracts more than 15 trade fields. The dashboard presents live mark-to-market valuations, FX rates, position charts, and activity notifications; exposure views consolidate entities, counterparties, and more than 100 currency pairs. Planning tools include an AI Treasury Manager, policy drafting and documentation, a trade playbook, hedge simulation, and back testing. HedgePoint states that data is encrypted at rest with AES-256 and in transit with TLS 1.3, hosted on AWS EU in Ireland, and separated by tenant. It says documents processed by its AI parser are not used for model training and that it uses zero-retention API agreements with AI providers. The company states GDPR compliance, offers a DPA, and keeps immutable audit logs for every action. Integrations are under construction. A free plan is listed with 6 of 38 features. Paid plans start at £2,500 per month, billed monthly, with a 12-month minimum commitment; prices exclude VAT. The Starter plan lists 14 of 38 features.

HedgePoint combines FX exposure views with planning tools and trade-document parsing. Its paid plans carry a substantial listed starting price and minimum term, while integrations are not yet available.

HedgePoint is intended for treasury teams and FX advisors managing currency exposures, including small treasury teams. The listed planning and reporting tools may suit users who want to model hedge decisions alongside exposure information.

Overview

HedgePoint is a web platform for managing foreign-exchange exposure, built around trade-document parsing, monitoring and planning. It is most suitable for treasury teams and FX advisers that can work without integrations and budget for a year-long paid commitment. Its strongest case is bringing trade records and exposure analysis together; teams that need trade execution or an integrated treasury workflow should look elsewhere.

Key features

The AI parser accepts PDF, SWIFT and email trade confirmations and extracts more than 15 trade fields. That can cut down on manual transcription when a team handles varied confirmation formats, though exposure data is imported by file rather than through listed integrations. Exposure views bring entities, counterparties and more than 100 currency pairs together, with forecasting to help teams assess currency risk. HedgePoint does not execute trades, so analysis must be followed by a separate execution process.

The dashboard combines live mark-to-market valuations and FX rates with position charts and activity notifications. Planning features include an AI Treasury Manager, policy drafting and documentation, a trade playbook, hedge simulation and back testing. This makes the product more than a monitoring screen, but these tools support analysis and preparation rather than closing the loop with execution.

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 and that its AI providers operate under zero-retention API agreements. The company states that it is GDPR compliant, offers a DPA and maintains immutable audit logs. Weekday phone support runs from 9am to 6pm GMT, with business-day responses within 24 hours.

Pricing

The free plan costs £0.00 per free and includes 6 of 38 features, making it a narrow way to begin rather than a substitute for the paid toolkit. Starter costs £2,500.00 per month, billed monthly, for 14 of 38 features. It is the lowest-cost paid entry, but the 12-month minimum makes it a £30,000 commitment before VAT, so it is difficult to justify for a short evaluation.

Growth costs £5,900.00 per month, billed monthly, and includes 28 of 38 features; 26 are available today and two are due once released. Professional costs £10,900.00 per month, with 32 features, 27 available today and five once released. Institutional costs £15,900.00 per month, with all 38 features, 30 available today and eight once released. These higher tiers add broader access, but some of the advertised feature count is not yet available. All paid plans have a 12-month minimum, prices exclude VAT, and 24-month options reduce cost by 25% per annum. Bespoke Development has custom pricing, with features and access agreed with a Portfolio Manager.

Platforms

HedgePoint is a cloud-deployed web product. Teams looking for a native mobile app or published API platform should account for that narrower platform scope.

Who it's for

HedgePoint is aimed at treasury teams and FX advisers, including two-person teams. Its parsing, exposure views and planning tools may suit small groups that need structured currency-risk analysis without assembling those pieces themselves. It is a weaker fit for teams that require trade execution, integrations today, or a short paid trial before committing.

Pros and cons

• Pros: PDF, SWIFT and email parsing extracts more than 15 trade fields, helping consolidate trade confirmations from different formats.
• Pros: Exposure views span entities, counterparties and more than 100 currency pairs, with forecasting and planning tools alongside live valuations.
• Pros: The stated encryption, tenant isolation, audit logging and AI data-handling controls address important treasury data concerns.
• Cons: Trade execution is not included, leaving teams to use another process to place trades.
• Cons: Integrations are under construction, limiting its fit for teams that need connected workflows now.
• Cons: Paid plans require a 12-month minimum, and some features counted in Growth, Professional and Institutional are not yet released.

Alternatives

• Kyriba is worth considering if Android or iOS access matters; its Treasury plan uses custom pricing.
• CNS Treasury may suit readers who want a full-platform free trial: it offers 90 days without a credit card, as well as a free FX Markets Dashboard.
• FIS Data Integrity Manager is a paid web alternative for readers comparing other products in the category.
• Fyorin Treasury Management System is another paid web and API option, with custom offers rather than a published price.
• Kantox is a paid web and API alternative for readers considering an enterprise currency-management platform with pricing not stated publicly.
• Nomentia Cash Flow Forecasting is a paid web alternative for readers focused on cash-flow forecasting.
• Deaglo FX Risk Management is a paid web and API alternative with a free trial and custom pricing tailored to client size and complexity.
• Forge aHedge is a paid web and API alternative with a modular quote that scales with commodities, reference prices and currency pairs.

For a broader comparison, see Foreign Exchange Management Software.

Verdict

HedgePoint is a considered choice for treasury teams that want document parsing, broad exposure views and planning tools in one web product. The main reason to choose it is the combination of confirmation parsing and FX analysis; the main reasons to look elsewhere are the missing integrations and execution, plus a substantial 12-month paid commitment. Start with the free plan if its six features are sufficient, and choose a paid tier only if its current feature set justifies the term and cost.