Client Account Manager
Welcome to the new, self-administered virtual account that revolutionises the way you manage client funds.
A smart, fast and easy way to manage third-party funds
Virtual account management: Self-serves all aspects of your client account management activity on one single platform.
Comprehensive auditing solutions: Its interactive dashboard lets you quickly track audits trails from a single business account.
Automated funds allocation: Cleverly learns to auto-allocate your clients’ funds, saving you time and hassle.
Precise reporting: Monitors your clients’ balances and receive detailed transaction and interest reports.
Safety and security: Feel rest assured that your client data is protected.
Change the way you work for the better
Easy interest management
Things to consider
You'll need a minimum total balance of £300,000 (or its currency equivalent) and at least 25 clients.
Client Account Manager is only used by regulated firms. We'll assess your business' suitability when you apply.
You can only use your account for managing your clients' monies.
Client Account Manager is accessed via Bankline. If you do not have Bankline, we will register you as part of the application. Fees may apply.