SmartDeposit is the automated cash investment tool that puts more of your clients’ money to work by investing their excess cash. For your client, that means no more manually figuring out how much to invest each month or stressing over whether they are saving enough to reach their goals. And, your clients have total control over the process with the liquidity they need. Here’s how it works:
- Your client tells us the minimum amount they need in their bank account.
- Your client sets how much we invest at a time.
- We automatically invest any excess cash up to the amount that has been set.
- You and your client will receive notifications before any transfers, so they can be modified or cancelled.