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
- Wide range of Australian Banks and financial institutions with more coming soon
- Competitive interest rates often better than available to direct clients
- Invest for self managed super fund, personal, business or other entities
- Easy to view rates comparison chart with click through to order
- Compare our term deposit rates
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
RegisterRequest 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: