Solutions for Wealth Managers

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

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:

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

Get the most out of your cash

Actively manage and comply with your treasury and investment policy.

Streamlined onboarding and low search costs finding the optimal counterparties.

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

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.

Bondsmith also offers solutions for: