Wealth Cash Flows Suite

These core cash workflows are designed to support streamlined approval workflow, exceptions management, committee review & relationship servicing. They can also support a "middle office" strategy to embed organization workflows from line officers to a centralized team for fulfillment.

Clients benefit from tighter controls, process management, approval assurance, and audit archive. Designed by wealth teams for wealth teams, you gain a best-practices consortium when using these tools, and, can further tailor them to your specific operational process.

Key Business Functions & Features

• Discretionary Distributions Approval

• Securities Trade Approval

• Cash Receipt/Transfer

• Wire/ACH/Bill Payment Workflows

• Trust-To-Trust Transfer

• Internal Asset/Cash Transfer

• Exceptions Tracking, Ticklers & Audit Trail

• Front-Office to Middle-Office Handling Metrics