Solutions
Business treasury and cash management.
The initial approved program helps companies allocate operating cash to short-duration U.S. Treasury securities using a rules-based methodology.
How the methodology works
Allocation decisions follow defined rules rather than discretionary calls, and take the following into account:
- Liquidity requirements
- Anticipated holding periods
- Risk tolerance
- Available yields
- Maturity dates
- Settlement timing
- Expected cash needs
A unified advisory program
Five parts operate as one program rather than a set of loosely connected services.
01
Digital onboarding
Client intake and agreements delivered inside the partner's product.
02
Investment methodology
A rules-based approach owned and maintained by NextReg Advisors.
03
Brokerage and custody integrations
Selected integrations that execute and hold assets.
04
Ongoing supervision
Continuous oversight of how the program operates in practice.
05
Regulatory oversight
Advisory records, approvals, and complaint handling.
Additional approved programs
A deliberately controlled launch model
NextReg Advisors operates with approved digital journeys, a limited set of strategies, and selected brokerage and custody integrations. That scope is intentional: it keeps supervision meaningful.
Case-by-case evaluation
Additional programs are evaluated individually against the platform and the regulatory model. Fit is assessed before any design work begins.
Discuss your product
Share what you're building and we'll evaluate whether it fits the current model.