Liquidity and investments: are you using the Liquidity Management Dashboard yet?

Last updated: 6 April 2021

With the Liquidity Management Dashboard, you get a detailed overview of your cash balances, balance trend analysis and an up-to-date view of your Cash Pool structure.

What is the Liquidity Management Dashboard?

The Liquidity Management Dashboard is part of the new Liquidity Management Portal, which is designed to give you a clearer picture of your cash position globally and allow you to self-manage liquidity. To help you get the most out of HSBCnet, we’re making the Dashboard available at no additional charge.

With the dashboard, you get:

• Real-time data visualization that provides an accessible view of your cash and cash-equivalents, across multiple banks and products.
• A view that you can personalise to closely align with your company's organisational structure, business units and hierarchy.
• Various filters that allow you to create a customised range of graphs and charts to help improve your funding and investment decisions.

Set up your access today

We’ve already added the Liquidity Management Dashboard (LMD) for many of our HSBCnet customers. To start using the dashboard, ask your System Administrator to add the ‘Liquidity management portal’ permission to your user profile.

Find out more

To see what the dashboard looks like and how it works, watch the Liquidity Management Dashboard video. More detailed information about how to use the dashboard is available in the Help Centre.

If your organisation doesn’t have the dashboard enabled yet, please get in touch with your HSBC Representative.