Cash investment platform

Access a range of term deposit and at call investment options online

Save time and money with paperless processing and reporting

Build the asset value of your business with a seamless cash solution for your clients

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
  • Independent and 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

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
  • Datafeeds 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

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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:

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