Cashwerkz and Complii sign alliance to automate compliance process for stockbrokers and their clients placing online cash investments
The Cashwerkz compliance chain makes for an even more compelling use of the platform for the Australian financial services industry and its customers.
Australian FinTech company profile #62 – Cashwerkz
Cashwerkz is an innovative online cash management marketplace that solves the problem of finding market competitive cash and term deposit rates.
Cashwerkz announces partnership with Praemium
Cashwerkz announces its digital cash investment platform is available for thousands of wealth advisers in Australia using the Praemium integrated platform.
Cashwerkz term deposit datafeeds now available through XPlan (IRESS).
Cashwerkz now provides a direct feed into XPlan, which enables advisers who hold their clients’ term deposits with Cashwerkz to map this portfolio information into their clients’ XPlan record. The datafeed from Cashwerkz will provide advisers with the ability to comprehensively measure asset allocation, cash exposure and liquidity levels from a total portfolio perspective. This provides a great opportunity for advisers to actively manage their client’s term deposits, enabling them to offer clients greater choice and potentially better outcomes for cash investments. “This is an exciting development for Cashwerkz to further service prospective and current loyal advisers who rely on Cashwerkz for their client’s cash investments” said Hector Ortiz, CEO […]
Thank You & Merry Christmas!
From the team at Australian FinTech, we’d like to say a massive THANK YOU to everyone who has supported us over the past 12 months.
Two new fintech players in lending and deposits
RBA data shows that approved deposit taking institutions (ADIs, mainly the banks) held $624 billion of deposits in term accounts as of April 2019
The finalists of the 2019 Fintech Business Awards have been announced
The finalists of the 2019 Fintech Business Awards have been announced. Congratulations and good luck to all the finalists – both individuals and companies.
Advice dealer group, fintech align
Advisers licensed by Elders Financial Planning can now access Cashwerkz, a term deposit administration service and cash management platform. Advice clients can access current term deposit rates across a wide range of Australian banks and other authorised deposit-taking institutions. Elders advisers using Xplan can also benefit from a wide range of data feeds offered by Cashwerkz, enabling them to comprehensively measure asset allocation, cash exposure and liquidity levels. “We are very conscious of the need to continuously innovate throughout our organisation to counteract the increased levels of administration and myriad of challenges that advisers are currently facing and Cashwerkz will be a big help in creating these efficiencies for our […]