Online cash platform

Term deposits | Cash management accounts

Save time and money with paperless processing and reporting

Access a range of online cash investments

Build the asset value of your business with a seamless cash solution for SMSF and high net worth clients

What we do

Online cash management platform streamlining the process of investing in fixed interest products, saving time and helping you earn a higher yield for your clients

  • Term deposits and cash management accounts from leading banks and financial institutions
  • Additional fixed interest products coming soon
  • Rates often better than available to consumers
  • We use the latest security standards and technologies to ensure privacy of your information
  • Independent and non-affiliated with any financial institution
  • Australian owned and operated, find out more about us and our story

How it works

Invest, review and seamlessly switch to deliver a streamlined service for your clients

Deliver an outstanding client experience through investing, reviewing and switching cash investments through a secure cash management platform

  • Online setup and verification for your client and their self managed super fund, company or other entity
  • Search rates and invest with a few clicks
  • Switching institutions can be done 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

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
  • Click and 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
  • Ability to track your clients’ onboarding progress
  • Notifications to alert upcoming Term Deposit maturities
  • Weighted average view of yield aggregated by client
  • Cash management account option for SMSF set-ups and rollovers
  • Datafeeds to third party accounting platforms being implemented
  • 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 from the Client to the Bank and are never held by Cashwerkz
  • All banks on the Cashwerkz platform are covered by the Government Bank Deposit Guarantee
  • Cashwerkz uses the latest security standards and technologies to ensure privacy of your information
  • Cashwerkz is an ASIC regulated company (AFSL 459645)
  • Read our security statement for more information

Register now for access to the Cashwerkz Adviser Portal

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Request a Demo / Contact

Get in touch with us

  • To request a demo of our system or for further information, please fill out this form and a Cashwerkz team member will respond to your enquiry promptly
  • Alternatively please get in touch:

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