Manual cash management costs more than you think.
Billing season means endless account lookups, manual trades, and idle cash that could be earning your clients more. And that’s before you factor in the risk of human error.
Hours Lost Every Billing Cycle
Advisors report losing up to 12 hours per billing period manually prepping accounts for cash.
Idle Cash Hurts Client Returns
Portfolios sit with idle cash instead of generating returns.
More Trades, More Errors
Manual processes increase the risk of costly mistakes.
Uninvested cash loses out on yield and has its value eroded by inflation.
Raise cash in minutes, not hours.
Whether it's billing season, capital calls, or cash distributions, manually managing your clients' cash takes more time than it should.
Our software is built to intelligently convert investment positions into cash en masse, saving you hours of manual account lookups, manual trades, and manual distributions.
Effortlessly sweep excess cash into yield-generating investments.
Your clients' cash positions are a drag on their portfolio's performance, and manually investing each client's cash can take hours of trading.
Our FT CashSweep tool converts your clients' cash into any investment vehicle or vehicles you want in seconds, so you can stop talking about the cash drag and start talking about how you're optimizing their entire portfolio.
As simple as placing a single trade.
If you can place a trade, you can master FT Cash Sweep™ – it's that straightforward.
The process is exactly what you're already used to: upload a file to your custodian platform and click "trade.
Fully customize your sweep strategy.
Gain full control over your clients' cash positions and skip the account-by-account trades.
FT CashSweep gives you control over how much cash you invest, where you invest it, and how many cash-equivalent investments you use.
Make billing the easiest part of your business.
Add compliance software that makes everyone's job easier, not harder.
FT Cash Sweep™ helps you demonstrate compliance with SEC guidelines by proving you're earning a yield on your clients' cash positions.
Model the financial impact of your current billing and cash sweep processes on your company
Calculation Breakdown
Simple Account-Based Pricing
Up to 1,000 client accounts.
Additional accounts start at $65/month per 1,000 accounts.
Unlimited Cash Sweeps
Unlimited Sweep Vehicles
Customized Scheduling
Guided Onboarding & Setup
Dedicated Success Manager
Official Integration Partner
Kitces AdvisorTech
Map
SOC-2 Type II
Secure
