Trovelode Invest analyses your business's cash position continuously and adapts its recommendations as market conditions and your risk tolerance change — no manual rebalancing required.
Every day, Trovelode Invest ingests gilt yields, SONIA rate movements, FX pairs, and sector liquidity data across UK and major global markets. The volume runs into gigabytes of structured and unstructured data per session, far beyond what a finance team could review manually.
The platform synthesises this against your account's specific cash position and constraints, then predicts the allocation that balances yield against the risk profile you've set. The output is a ranked set of recommendations, refreshed as conditions move — not a static report that is outdated by the time you read it.
You set the boundaries once. From there, the model learns from how your balance sheet actually behaves and adjusts its recommendations without you needing to reconfigure anything.
The AI studies your historic cash flow patterns, payment cycles, and how you've responded to past recommendations. Each decision refines its understanding of what "acceptable risk" means for your specific business.
When volatility rises, the model automatically shifts weighting toward capital preservation. You are not required to intervene or reset your parameters during fast-moving periods.
Recommendations always account for your near-term obligations, so working capital stays accessible. The system never proposes allocations that would compromise cash you need within your stated horizon.
Trovelode Invest is built to inform decisions, not replace them. Every recommendation is reviewable before anything is actioned.
Connect your business bank accounts and ledgers through our API-first integration. Read-only access means we analyse your data without holding or moving funds ourselves.
The model cross-references your cash position against live market conditions and your defined risk parameters, generating a ranked set of allocation options within seconds.
You review the recommendation and approve, adjust, or decline it. Nothing is executed automatically — the final decision, and the final control, stay with you.
Many SMEs hold cash well above their working capital needs after a strong quarter, often sitting in low-interest business accounts by default. Trovelode Invest flags this surplus automatically and proposes short-duration options matched to your stated risk tolerance, so capital isn't left idle between decision cycles.
If your business holds foreign currency balances or is exposed to rate movements, sudden volatility can erode value quickly. The platform detects the shift in market conditions and adjusts its recommendations toward capital preservation, giving you time to decide rather than reacting under pressure.
Most cash management tools are built for large treasuries with dedicated analysts. Trovelode Invest is built for owners and finance directors who manage capital alongside everything else running the business — which means fewer manual reports and recommendations that respect the limits you set.
The platform doesn't aim to replace your judgement. It aims to reduce the hours spent reviewing spreadsheets before you can make a decision with confidence.
Data in transit and at rest is encrypted using UK-standard protocols. Access to your account data is restricted to systems required for analysis, and read-only banking connections mean we never hold or move your funds directly.
Your financial data is used solely to generate recommendations for your account. It is not shared with third parties for marketing purposes, and you can request deletion of your data in line with UK data protection requirements.
Most businesses are connected within a few working days. Integration is API-based, so your existing banking and accounting setup typically requires no changes on your side beyond granting read-only access.
Every day capital sits idle is a day of yield you won't get back. Start with a short walkthrough of your current cash position — no commitment required.
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