Clients & accounts

Paperless account opening

CMS account functionality gives you complete flexibility to open accounts online in minutes with the set-up wizard.

At registration we will help you determine the account structure that best suits your business needs. We will open an account type(s) with a specific interest rate structure. Once these are in place you can add and remove clients and client accounts online.

CMS may also aid compliance with your regulatory body with regard to segregation of client fund rules.

Additionally, CMS gives you:

  • the ability to select your own unique references, for ease of identification and reconciliation
  • multi-currency capability
  • accounts replicated in our records, ensuring security and regulatory compliance.