The platform said that in addition to cash investments which will be administered quickly and securely, advisors will now have online access to competitive term deposit and demand investment rates and real-time integration to from its market, including a number of Authorized Depository Institutions (ADIs).
The integration offers market-competitive, regularly updated and transparent interest rates, Cashwerkz added, while providing a verifiable trail for clients seeking confirmation that their advisor is acting in their best interests.
“This new integration with Agility Connect is part of Cashwerkz’s goal to provide more transparency and choice to financial advisors and their clients,” said Mr. Hector Ortiz, CEO of Cashwerkz.
“We have seen strong interest and growth from the advisor community, and we are excited to welcome advisors using Agility Applications to the Cashwerkz Marketplace.
“The open-integration application programming interface (API) allows financial advisors to create an in-depth, personalized picture of a client’s overall investments.
The platform does not manage investors’ money or charge fees to investors, but rather receives fees from its ADI issuer partners on its platform for cash investments.
Cashwerkz said this, in addition to its high security, makes it an attractive cash management offering for self-managed super funds, financial advisors, fund managers, wholesale market, custodians and superannuation funds. sector.
“We are committed to continually providing choice to our customers,” said Craig Apps, director of Agility Applications.
“By leveraging our unique open architecture capabilities and integrating with Cashwerkz, we provide access to a range of cash and term deposit solutions through Agility Connect, which enables seamless and secure connection with external providers and improves the efficiency of our customers. »
Agility Applications is a subsidiary of HUB24.
