Cash Investment Platform Solutions for Wealth Managers
Our solution offers Wealth Managers two options to overcome regulatory barriers when managing multiple investment accounts. It can automatically open virtual accounts for your clients, pool their money for investment and place the pooled cash with one or more of these financial institutions. Alternatively, we can manage the real bank accounts of your clients, taking
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Editorial Team
- December 10, 2019
- 1 minute
Our solution offers Wealth Managers two options to overcome regulatory barriers when managing multiple investment accounts. It can automatically open virtual accounts for your clients, pool their money for investment and place the pooled cash with one or more of these financial institutions. Alternatively, we can manage the real bank accounts of your clients, taking client or investment advisor instructions to automatically deposit, sweep or pay away funds from these accounts as required.
 
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