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