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Fill out the form below to learn how to get the best interest rates and accounts for your clients.
Help clients with their cash reserves quickly and easily. We offer cash solutions to help clients generate improved returns, benefit from greater security and minimise the friction of dealing with multiple bank accounts.
Why it’s good for your Clients:
- Interest Rate Monitoring and Management of their cash to get the best return
- View portfolios online 24 hours of the day
- An easy single sign up gives them access to hundreds of accounts
- Clients remain the beneficiary owner of the funds, offering them safety and security
Why it’s good for you:
- Give your clients a comprehensive offering that incorporates all asset classes
- You’ll have greater visibility of your clients’ complete portfolio
- It protects your relationship with your client
- Attract more clients with a wider product offering