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Client Money Management

Properly segregating client accounts is essential for companies managing client money to ensure that funds owned by different clients are kept separate and secure.

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Client Money Management

With this solution transaction banks ensures segregation of client funds at the lower level of virtual account hierarchy, which is an essential need for various private and public sector players like asset managers, pension funds, insurance providers and real estate agents. The solution delivers real-time visibility and operational control of client funds, it also smooths transaction allocations and interest apportionment at the underlying client level.

Alexandra Larsen

Head of Cash Management, Tietoevry Banking

Simplify bank accounts and relationships. Self-service client creation and maintenance. Customizable rules, full transparency, real-time info and self-service payments available.

Save costs

Simplify bank accounts and relationships. Self-service client creation and maintenance. Customizable rules, full transparency, real-time info and self-service payments available.

Segregate and aggregate client money holdings. Aggregate money for underlying clients at different levels. Allocate transactions with incomplete referencing to proper client account.

Reduce the risk of commingling

Segregate and aggregate client money holdings. Aggregate money for underlying clients at different levels. Allocate transactions with incomplete referencing to proper client account.

Provide transparent data for relevant parties. Clients can view balances and transactions, while operational control of holdings remains. Allocate interest based on customer-defined rates.

Improve accountability

Provide transparent data for relevant parties. Clients can view balances and transactions, while operational control of holdings remains. Allocate interest based on customer-defined rates.

Learn more

Download our latest factsheet on Client money management to discover why properly segregating client accounts is essential for ensuring the safety and security of funds owned by different clients.

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