The firm added it will “acts as a central hub for advisers to manage client cash seamlessly alongside trading accounts.”
The account will be embedded within AUSIEX’s “trading experience” and is said to simplify and streamline cash management, accelerate funding and settlement, improve visibility and control, and reduce the friction and risk associated with multiple cash accounts and transfers.
“AUSIEX has built an integrated cash hub as a practical solution for advisers to reduce unnecessary steps in trading and cash administration,” AUSIEX head of product and customer experience Brett Grant said.
He added that inefficient cash and trading processes is costing advisers and their clients time, reducing both trading agility and valuable time spent with clients.
“Our analysis shows advisers executing 100 trades a month could save more than eight hours by removing unnecessary cash transfer steps through a more integrated cash solution — time that can be redirected to client outcomes.”
“Streamlining these processes also helps reduce the compliance and operational risks associated with cash movements.”
According to AUSIEX, the cash account has been designed as a practical liquidity tool for advisers and their clients, allowing them to keep investable cash readily accessible to take advantage of market opportunities while supporting efficient settlement and portfolio implementation.
“Cash should not simply be set and forget, nor treated as a passive and disconnected portfolio holding,” Grant said.
“An efficient integrated cash management account can help advisers build more deliberate liquidity positions — enabling client cash to earn income while giving advisers the flexibility to meet cash needs, respond to volatility and take advantage of investment opportunities without unnecessarily disrupting long-term portfolio strategies.”
AUSIEX added that the cash account is fully integrated into its Adviser trading portal, offering near real-time funding for trading accounts, online visibility of balances and transactions, automatic settlements and notifications, a competitive interest rate calculated daily and paid monthly, and support from local service teams.
