For Virtual CFOs standardizing FX discipline across clients.
Lead with a repeatable client portfolio workflow: classify exposure profiles, explain risk, and reduce spreadsheet rebuilds.
Standardize FX discipline across your client portfolio without building spreadsheets from scratch every month.
One operating rhythm across importer/exporter clients
Near bucket sits above modeled target.
Policy gap visible before the provider call.
Forecast exposure is early but not invisible.
Buyer and partner-led distribution
Standardized workflow, separate data
Advice support without execution
Virtual CFOs and fractional finance leaders serving multiple Canadian importers and exporters.
- Every client has a different FX spreadsheet and a different definition of risk.
- Portfolio-level advisory time is wasted rebuilding exposure views.
- Clients need bank-neutral guidance without expecting the Virtual CFO to execute trades.
- Standardize FX discipline across the client portfolio.
- Classify each client's exposure profile before making provider introductions or recommendations.
- Use consistent reports and modeled examples across industries.
Classify first, recommend later.
Public language stays disciplined: PolicyFX classifies the exposure profile and prepares the next conversation. Execution remains with the provider the company chooses.
- 01
Onboard the client
Load the client's exposure and policy assumptions without changing their bank relationship.
- 02
Classify the profile
Use the program classifier to decide whether the client needs static, layered, invoice-level, or mixed discipline.
- 03
Repeat the advisory workflow
Use the same reporting structure across clients instead of rebuilding custom spreadsheets.
Provider names such as RBC, TD, Scotia, BMO, CIBC, and Corpay are compatibility examples only. They are not endorsements, integrations, execution rails, quotes, or recommendations.