Managing cash for multiple clients can be cumbersome, but our pooled cash solution makes it easy. We offer a streamlined way to reduce risks and costs associated with multiple accounts.
By pooling assets, we help fiduciaries enhance yields while maintaining diversification across trusted banking partners. We design liquidity profiles to meet your specific needs.
Simplify the management of cash holdings without compromising on returns. Let us help you improve efficiency and reduce costs.
Pooled Cash Accounts FAQs.
How does a pooled cash account benefit me?
A pooled cash account helps fiduciaries reduce the risk and costs associated with managing multiple individual bank accounts by pooling assets across trusted banking partners.
Will pooling my cash affect my returns?
Pooling assets allows us to blend yields from various banks, potentially improving returns while still maintaining diversification and security.
Is this suitable for all clients?
This solution is particularly beneficial for fiduciaries and businesses managing cash on behalf of multiple clients. It simplifies management and improves efficiency without compromising on returns.