Primary
Balances and treasury reporting
Agents read balances, transactions, FX rates and treasury reports in Primary. Access is read-only, so nothing is moved.
- Summarise my treasury portfolio
- Show all balances by currency
- List last week’s FX transactions
How it works
Click Connect and log in on Primary’s own page. By default each person connects their own account, and an agent acts as whoever asked it.
- Developer
- Primary Technology
- Category
- Finance
- How it connects
- Log in with Primary
- Agents can
- Read, and change what an admin allows
- Website
- primary.tech
