Advisers - Cashwerkz – Choice | Transparency

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Introducing

SEARCH RATES

What we do

Online cash management platform streamlining the process of investing in term deposits and at call accounts, saving time and helping to earn a higher yield for your clients.

Offer a range of term deposit investments from leading banks and financial institutions
Enable access to limited interest rate offers
Providing the latest security standards and technologies to ensure privacy of personal information
Non-affiliated with any financial institution
Australian owned and operated, find out more about us and our story

How it works

Provide an outstanding client experience through investing, reviewing and switching term deposits and at call accounts with a secure cash management platform.

Online setup and verification for your client and their self managed super fund, company or other entity
Research rates and invest with a few clicks
Switching institutions simplified without additional KYC
Application process managed on your behalf to reduce your paperwork and saving you time
Direct debits where possible or funds transfer directly by the client
Cashwerkz is paid directly by the banks with no fees payable by you or your client

Download our latest ADI reference list for Financial Advisers here

How to use Cashwerkz as an Adviser

Term deposits and at call accounts from leading Australian Banks

Your one-stop online cash investment solution

Wide range of trusted Australian Banks and financial institutions
Current market interest rates available all in the one place
Invest for self managed super fund, personal, business or other entities
Easy to view interest rates chart with simple click through to order
Research our term deposit rates

Research, compare and invest in competitive rates from our 52 trusted banking and credit union partners in the Cashwerkz Marketplace today

Testimonials

I use Cashwerkz exclusively for placement and management of our clients’ term deposits. The platform is easy to use, my staff can register online for viewing access and I have peace of mind knowing I can check progress in one place. In addition, we are able to use our clients’ existing cash accounts and don’t have to have a separate cash account for Cashwerkz transactions.

Jan, Financial Adviser

How Cashwerkz can help you

Reduce paperwork and earn a higher yield for your SMSF, business and personal clients

A cash management solution that fits seamlessly into your client value proposition
Save time and provide better service to your existing clients
Attract new clients with your expanded service offerings
Strengthen existing relationships
Retain customer loyalty by providing product choice across a range of banks by removing the need to visit banks or other institutions
Paperless order processing and reporting
Online 24/7 access for you and your clients
Simple switch between different banks at maturity
Dedicated customer service to support your business

Features

Intuitive, flexible and secure online platform for superior cash management

Adviser dashboard with real-time view of your clients’ investments
Notifications to alert upcoming Term Deposit maturities
Weighted average view of yield aggregated by client
Data feeds to third party accounting platforms available
Shared platform access to allow both Adviser and Client to login, view and transact on the portfolio

Safe and secure

Cash management platform with strictest levels of security enforced

All investments are held under the name of the client
Funds are transferred directly between the client and the selected bank and are never held by Cashwerkz
All banks partnering with Cashwerkz are covered by the Government Bank Deposit Guarantee
Cashwerkz uses the latest security standards and technologies to ensure privacy of all information
Cashwerkz is an ASIC regulated company (AFSL 459645)
Read our security statement for more details

Register now for access to the Cashwerkz Adviser portal

Request a demonstration / Contact us

Get in touch with us

To request a demonstration of our system or for further information, please complete this form and a member of our team will respond to your enquiry promptly.
Alternatively please get in touch:

[email protected]

1300784132

What we do

Online cash management platform streamlining the process of investing in term deposits and at call accounts, saving time and helping to earn a higher yield for your clients.

How it works

Provide an outstanding client experience through investing, reviewing and switching term deposits and at call accounts with a secure cash management platform.

Download our latest ADI reference list for Financial Advisers here

How to use Cashwerkz as an Adviser

Term deposits and at call accounts from leading Australian Banks

Your one-stop online cash investment solution

Testimonials

How Cashwerkz can help you

Reduce paperwork and earn a higher yield for your SMSF, business and personal clients

Features

Intuitive, flexible and secure online platform for superior cash management

Safe and secure

Cash management platform with strictest levels of security enforced

Register now for access to the Cashwerkz Adviser portal

Request a demonstration / Contact us

Get in touch with us

Register

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