Cash Platforms


Cash Investment Platforms

Our virtual accounts solution helps Wealth Managers overcome regulatory barriers such as client money rules for the management of multiple investment accounts.

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Open virtual accounts or manage the real bank accounts for your clients

Cash savings and investment platforms are becoming more prominent in the wealth management industry. With low interest rates and the ever-increasing regulatory barriers to opening new bank savings accounts it can be difficult for investors to maximise the return on the cash investment element of their portfolio.

These platforms offer a cash supermarket, where savers can access multiple banking and cash savings products through a single log on, a single KYC identification process and a single application form.

Our regulated open banking solution offers you two options. It can either 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.

For more information, download our 'Cash Platforms' solution brochure or contact the team 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

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

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

Interest Rate Management

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


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

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

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

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

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.

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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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