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Chatham Financial

Your Independent Partner for Financial Risk Management

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Overview

Chatham Financial provides a unique combination of advisory services and technology solutions to help organizations manage interest rate, foreign currency, and commodity risk. Their technology platform, ChathamDirect, is a comprehensive solution for debt management, hedging, and accounting. They are a key partner for treasury teams dealing with complex financial risk.

✨ Key Features

  • Debt Management and Covenant Tracking
  • Interest Rate and FX Hedging
  • Derivatives Accounting and Compliance (ASC 815, IFRS 9)
  • Valuations
  • Hedge Effectiveness Testing

🎯 Key Differentiators

  • Independent and unbiased advisory services
  • Unique combination of expert advice and purpose-built technology
  • Deep specialization in debt and derivatives

Unique Value: Provides an integrated solution of technology and expert advisory to help clients navigate the complexities of debt and derivatives, ensuring they achieve the best outcomes.

🎯 Use Cases (4)

Managing complex debt portfolios and tracking covenants Developing and executing hedging strategies for interest rate and FX risk Automating complex derivatives accounting and reporting Obtaining independent valuations for financial instruments

✅ Best For

  • Financial risk management for real estate, private equity, and corporate clients

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Companies needing a TMS for operational cash management and payments

🏆 Alternatives

Big 4 advisory firms ION Treasury Kyriba

Offers true independence and deeper specialization in financial risk compared to banks or audit firms, and combines it with a powerful technology platform that standalone software vendors lack.

💻 Platforms

Web

🔌 Integrations

ERP and accounting systems

🛟 Support Options

  • ✓ Email Support
  • ✓ Phone Support
  • ✓ Dedicated Support (All clients have dedicated advisors tier)

🔒 Compliance & Security

✓ SOC 2 ✓ GDPR ✓ ISO 27001 ✓ SSO ✓ SOC 1 ✓ SOC 2 ✓ ISO 27001

💰 Pricing

Contact for pricing
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