Module: Fund Management


What is it?

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

End customer

Business or Personal 


Desktop browser / mobile app

Revenue generation

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

Next steps?

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