Cashfac helps those within the wealth management industry – specifically advisors, product and platform providers, administrators and asset managers – to significantly and rapidly improve their operational efficiency and augment the service offered to their clients, improve client money compliance, risk monitoring and accounting without requiring a wholesale replacement of their legacy systems. Download our brochure for more information.
Significantly and rapidly augment the services your wealth firm offers your clients.
Relative to other aspects of the financial services industry, the Australian wealth management industry seems to be performing well through the COVID-19 pandemic. However, the industry continues to be challenged by changing consumer preferences, technology advancements and increased service delivery expectations, all at a time when regulatory scrutiny continues to increase – particularly following the Hayne Royal Commission.
Now is the time to ensure your firm can maintain the highest levels of compliance and risk oversight in the most operationally efficient manner. The Cashfac cash platform can help improve productivity and provide greater visibility, automation, and control over your critical cash management operations, and help deliver compliance with client money regulations.
In this brochure, we explore several of the key cash management challenges facing the wealth management industry, including the requirements of Australia’s financial services regulators and regulations. With details on 10 of the key solutions delivered by our cash platform to wealth management firms, we show how our platform can be your firm’s cash control hub at the centre of your back-office systems stack.
For more information, download our 'Cash Platform for Wealth Managers in Australia' brochure or contact the team to discuss your requirements or request a demonstration.