Cash Platform for Wealth Managers in Canada

Our cash and banking platform helps wealth managers improve critical cash management operations and deliver compliance with client money regulations.

Cash Platforms in Canada

Solution literature

Cashfac offers a paradigm shift in the approach to cash management in the Canadian asset and wealth management sectors. Our cash and banking platform is designed to be your firm’s cash control hub at the centre of its back-office systems stack. It controls and operates your bank accounts and accounting records in perfect synchronicity, mitigating the need for reconciliation. Download our full brochure to learn more.

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Significantly and rapidly augment the services your wealth firm offers your clients.

Relative to other aspects of the financial services industry, the Canadian 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.

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 Canada’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 Canada' brochure or contact the team to discuss your requirements or request a demonstration.

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