Confidently respond to challenges posed by Client Money regulations and obtain competitive advantage
Know that FINBOS Client Money Manager was developed specifically in response to the FCA’s Client Money rules.
Use FINBOS Client Money Manager to automate the tracking, administration and reporting cash flows.
Improve the efficiency and consistency of your processes
Accelerate funding cycles, maximise returns, minimise risk and please the FCA by having the ability make provisions.
Know that the FINBOS Client Money Manger integrates with existing sales, marketing and research solutions.
Furthermore it stores additional relevant data so that you can provide transparent, compliant and detailed invoicing and statements for your clients.
Simple, stratightforward integration
Be confident in the knowledge that you can prepare your settlements claims, tax and brokerage processes for existing and forthcoming regulations.
The FINBOS Client Money Manager is straightforward and easy to implement. It requires no upfront IT investment and will fully integrate with your preferred infrastructure.
Furthermore workflows are future proofed for further changes in legislation.
To learn more about our FINBOS Client Money Manager please Contact Us now.