IAM Cash Markets provides access to the best cash rates from over 50 ADIs with Australia’s leading and most innovative active cash management platform. Advisers and High Net Worth Investors can manage terms deposits, at call and NCDs all on the one platform.
About Cash Markets
What We Do
IAM Cash Markets online cash management platform streamlines the process of investing in term deposits and at call accounts, saving time and helping to earn a higher yield for your clients.
- Offer a range of term deposit investments from leading banks and financial institutions
- Enable access to limited interest rate offers
- Providing the latest security standards and technologies to ensure privacy of personal information
- Non-affiliated with any financial institution
- Australian owned and operated, find out more about us and our story
How IAM can help you
Reduce paperwork and earn a higher yield for your SMSF, business and personal clients
- A cash management solution that fits seamlessly into your client value proposition
- Save time and provide better service to your existing clients
- Attract new clients with your expanded service offerings
- Strengthen existing relationships
- Retain customer loyalty by providing product choice across a range of banks by removing the need to visit banks or other institutions
- Paperless order processing and reporting
- Online 24/7 access for you and your clients
- Simple switch between different banks at maturity
- Dedicated customer service to support your business
Integrated Cash Solution
Intuitive, flexible and secure online platform for superior cash management
- Adviser dashboard with real-time view of your clients’ investments
- Notifications to alert upcoming Term Deposit maturities
- Weighted average view of yield aggregated by client
- Data feeds to third party accounting platforms available
- Shared platform access to allow both Adviser and Client to login, view and transact on the portfolio
Safe and secure
Cash management platform with strictest levels of security enforced
- All investments are held under the name of the client
- Funds are transferred directly between the client and the selected bank and are never held by Income Asset Management
- All banks partnering with Income Asset Management are covered by the Government Bank Deposit Guarantee
- Income Asset Management uses the latest security standards and technologies to ensure privacy of all information
- Income Asset Management is an ASIC regulated company (AFSL 459645)
- Read our security statement for more details
