Term deposit platform

Access a range of term deposit investments 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, 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 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 Advisor

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 Demo / Contact

Get in touch with us

  • To request a demo 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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