The CASH & CD platform was designed to help; Government Entities , Healthcare, Corporate, Pension, and Non-profit clients maximize the Security, Liquidity, and Yield of their excess cash — all while ensuring FDIC Insurance coverage.

What We Offer:
The platform is structured to provide both FDIC protection and performance, delivering a comprehensive solution for Safeguarding and Tracking a client assets.

How It Works:
Through our unique Bank partnerships we offer:

Ease of Integration: Maintain your Current Banking Relationship(s), while increasing SAFETY.

1. Safety: Up to $250 Million in daily liquidity per TAX ID, with 100% FDIC-insured money market accounts.
2. Access: Seamless access to over 3,000 banks via one platform and One consolidated statement, ensuring clients retain their Existing banking relationship(s).
3. Fiduciary & Stewardship Alignment: Full compliance with our clients' "Cash & Treasury Management Policy" to meet Corporate Governance mandates.(Draft attached)
4. Experience: Over $700 Billion is currently managed on the patented technology platform, developed by Banking experts &former U.S. Government Policymakers, including the Comptroller of the Currency, the Vice Chairman of the Federal Reserve Board.
5. Track Record: 22+ years of operational success, founded by a team with extensive regulatory and financial expertise.
6. Yield: A current FDIC-insured yield on cash at variable rates.

We are confident that our FDIC platform will align seamlessly with your clients Cash management strategies and financial objectives.