Solutions for Wealth Managers

Cash as an asset class

Cash is an important part of any portfolio and often overlooked by professional managers.

Through Bondsmith technology you can:

  • Effectively manage your client’s cash assets
  • Maximise risk weighted return and deposit protection coverage
  • Open new savings accounts with a few clicks and no paper forms
  • Integrate our solution into your existing apps or platforms or launch a standalone white labelled cash management platform in your brand

Read the NextWealth report on wealth managers should be giving cash more attention:

Giving Credence to Cash - Next WealthCash as an Asset

Banking as a Service

Become a holistic financial solution for your customers

  • Issue your clients with a VISA debit card in your own brand
  • Build your own bespoke card programme with features like insurances, airport lounge access and cash back
  • Dedicated UK account details per customer
  • Integrate our solution into your existing apps or platforms or launch a standalone white labelled neobank in your brand
  • Offer great FX rates through VISA’s exchange rate
Cash as an Asset

Treasury as a Service

Get the most out of your cash

Risk

Actively manage and comply with your treasury and investment policy.

Relationships

Streamlined onboarding and low search costs finding the optimal counterparties.

Returns

Achieve “best in market” return through our extensive network of banks.

Reporting

Regular and adhoc reporting spanning all your needs.

Our platform provides a single view of your cash portfolio making it simple to manage risk, liquidity and return.

Treasury as a Service

Bondsmith also offers solutions for: