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
- Wide range of Australian Banks and financial institutions – see ADI Factsheet
- 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
Testimonials
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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.
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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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: