Solution introduction

Simple account solutions for handling client money

Managing your clients’ money is easy with CASS-compliant, API-enabled bank accounts

Who is this for?
Our client money accounts are for firms that need to comply with the FCA’s Client Assets Sourcebook (CASS).

Open dedicated accounts
Get a separate account for each client, with unique account numbers to minimise payment errors.

Approve clients quickly
Automate KYC/KYB checks so you can approve the right clients quickly.

Simplify reconciliation
Instantly reconcile client funds with our ledger, or integrate your own solution via API.

Earn interest
Competitive interest rates mean new revenue streams for you and more value for your clients.

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