Fund Management

Module: Fund Management

Segregate and manage client funds. Offer an end customer solution for visibility, reporting and fund movement. Helping to increase trust and AUM.

Business or Personal

Desktop browser / mobile app

Payment fees and Balance yield

View balances across all clients

Available currencies: USD, GBP, EUR, JPY, CAP, AUD

Instant internal transfers 24/7

FDIC insurance on client funds

Client login for real-time data, reporting, statements, transfers and loading of account

Our product experts are on hand to discuss and support your use case.