Our technology is built around an innovative cash structure that transforms the way brokers, advisers, and their clients manage money. More than just a transaction and savings account, it is a fully integrated foundation that supports trading, portfolio management, and client engagement—delivering flexibility and an experience that traditional bank accounts cannot.

With ease of setup, real-time balances and seamless integration into IOS+, our technology removes friction from every step of the broker-adviser-client relationship. Advisers and brokers benefit from smarter cash administration and scalable infrastructure, while clients enjoy clarity, speed, and confidence in their financial journey. It’s not just a cash platform—it’s the backbone of the next generation of wealth technology.