Cashfac helps asset and wealth managers
- Up to 95% inbound cash receipt matching and automated payments
- Single view of all cash with dynamic cash optimization and yield enhancement
- Elimination of double keying by integrating your bank and back office together
- Automated cash book accounting, reconciliations, and posting to GL
- An account structure that matches your, your clients’, and your scheme needs
The cash and accounting hub at the center 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 defense 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.
Value we deliver
Smart Compliance for Client Money
Efficiency Through Automation
We enable clients to be more competitive
Operational Intelligence
Treasury, Liquidity & Capital Optimisation
Smart Compliance for Client Money
Tried-and-tested client money solution that delivers true control confidence
Efficiency Through Automation
Efficiencies generate cash for reinvestment in the business
Decommissioning of manual processes & consolidation of legacy platforms significantly reduces the total cost of ownership
Typical project payback period is under 12 months
We enable clients to be more competitive
Customer service expectations are high: we help our clients to stand out with a digital cash offering
Operational Intelligence
Transformed management oversight and granular transparency over current and future cash movements
Treasury, Liquidity & Capital Optimisation
In an era of rising interest rates and quantitative tightening we enable our client to maximise yield enhancement and dynamically manage their money in one place
Ability to maximise yield enhancement on client and firm funds through real-time client and pooled accounts
Optimise capital usage by eliminating the need for client account top-ups with firm funds
Cash is at the heart of wealth management, platform providers, pension administration, and life insurance. It is essential to receive, track, pay, and reconcile forecasts & accounts for client, firm, and scheme cash. Many firms rely on manual processes to get the cash in the right place. Back-office functions are manual, expensive, & face high levels of risk. Cashfac takes away the worries & gets the cash in the right place, fast & seamlessly.
Talk to us today
To find out more about how Cashfac's capabilities can help your business, get in touch with our helpful team
Or call us on
+44 (0)20 7920 0617