Asset and Wealth UK

FOR BUSINESS

Asset and Wealth Management

We help asset managers, wealth managers and transfer agents improve Client Money (CASS) compliance, process efficiency, risk monitoring and accounting without the wholesale replacement of legacy systems.

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Cashfac helps asset and wealth managers

  • Meet requirements of Client Money (CASS) regulations
  • Monitor risk and operational accounting
  • Perform auto settlement and cash allocation
  • Rapidly open virtual accounts
  • Maximise returns on cash-effective treasury management
  • Improve governance and risk management
  • Improve operational efficiencies
  • Deliver better customer service

The cash and accounting hub at the centre of your operational and administration systems

Relative to other aspects of the financial services industry, the asset and wealth management industry seems to be performing well through the COVID-19 pandemic. However, the sector continues to be challenged by changing consumer preferences, technology advancements, increasing service delivery expectations and stringent regulatory requirements.

The COVID-19 pandemic has certainly increased the rate of change in the industry. The need for robust governance and risk management defence has never been more important than it is now. Wealth and asset managers need to ensure they have considered this impact and update their approach to their client money management controls.

Our cash platform helps asset and wealth managers maintain the highest levels of compliance and risk oversight in the most operationally efficient manner. Cashfac can help improve productivity and provide greater visibility, automation, and control over your critical cash management operations, and help deliver compliance with Client Money (CASS) regulations.

For more information, download our free sector brochure or contact us to discuss your requirements or request a demonstration.

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Our Solutions

From banks and non-banking financial institutions to property management firms and government departments, our solutions help hundreds of organisations improve the productivity, visibility, automation and regulatory compliance of their cash management operations.

Cash Flow Forecasting

Cash Flow Forecasting

Our cash flow forecasting solution helps business owners to forecast and revise their cash flow on a daily and intraday basis.

Client Money Management and Compliance

Client Money Management and Compliance

Our client money (CASS/MiFID II) solution offers a full suite of accounting, banking, reconciliation and reporting functionality.

Interest Rate Management

Interest Rate Management

Our virtual accounts platform allows businesses to calculate interest due on their virtual account independently of their real bank account

Multi-Bank & Multi-Currency

Multi-Bank & Multi-Currency

Our Virtual Accounts platform is a multi-bank cash management solution. It is designed to provide centralised visibility and control of all banking operations.

Receivables Management

Receivables Management

Our platform fully automates the management and control of receipts, providing real time visibility across the entire payment lifecycle.

Reporting and Dashboards

Reporting and Dashboards

We provide businesses with analytics across their real and virtual accounts to summarise key information and allow simpler navigation for key tasks.

Sweeping and Target Balancing

Sweeping and Target Balancing

We offer automated sweeping and target balancing functionalities to optimise liquidity/availability while maximising return on money.

Virtual Account Management (VAM)

Virtual Account Management (VAM)

Our flagship solution, Cashfac VBT is the world’s most deployed Virtual Account Management (VAM) and Virtual Cash Management (VCM) platform.

Talk to us today

To find out more about how Cashfac's solutions can help your business, get in touch with our helpful team

Or call us on

+44 (0)20 7920 0617
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