Built to Simplify How You Manage Your Clients' Cash
Simplify billing, amplify your clients' return on cash, and effortlessly manage all your clients' cash positions.
Manual cash management costs more than you think.
Billing season means endless account lookups, manual trades, and idle cash that could be earning your clients more. And that's before you factor in the risk of human error.
Hours Lost Every Billing Cycle
Advisors report losing up to 12 hours per billing period manually prepping accounts for cash.
Idle Cash Hurts Client Returns
Portfolios sit with idle cash instead of generating returns.
More Trades, More Errors
Manual processes increase the risk of costly mistakes.
Uninvested cash loses out on yield and has its value eroded by inflation.
Raise cash in minutes, not hours.
Whether it's billing season, capital calls, or cash distributions, manually managing your clients' cash takes more time than it should.
Our software is built to intelligently convert investment positions into cash en masse, saving you hours of manual account lookups, manual trades, and manual distributions.
Run Raise
Generate cash requirements
Upload File
Send to your custodian
Place Trades
Execute in bulk
Bill Clients
Cash ready for billing
Run Sweep
Identify excess cash
Upload File
Send to your custodian
Place Trades
Execute in bulk
Cash Invested
Earning yield
Effortlessly sweep excess cash into yield-generating investments.
Your clients' cash positions are a drag on their portfolio's performance, and manually investing each client's cash can take hours of trading.
Our CashSweep tool converts your clients' cash into any investment vehicle or vehicles you want in seconds, so you can stop talking about the cash drag and start talking about how you're optimizing their entire portfolio.
As simple as placing a single trade.
If you can place a trade, you can master CashSweep — it's that straightforward. The process is exactly what you're already used to: upload a file to your custodian platform and click "trade".
Fully customize your sweep strategy.
Gain full control over your clients' cash positions and skip the account-by-account trades. CashSweep gives you control over how much cash you invest, where you invest it, and how many cash-equivalent investments you use.
Make billing the easiest part of your business.
Add compliance software that makes everyone's job easier, not harder. CashSweep helps you demonstrate compliance with SEC guidelines by proving you're earning a yield on your clients' cash positions.
Simple Account-Based Pricing
Get started with our simple pricing for your whole team.
Up to 1,000 client accounts.
Additional accounts start at $65/month per 1,000 accounts.
You can start your free trial by logging into your Orion account
Optimize your firm's cash management strategy.
- Unlimited Cash Sweeps
- Unlimited Sweep Vehicles
- Customized Scheduling
- Guided Onboarding & Setup
- Dedicated Success Manager
Trusted by leading advisory firms
Integration Partner
Seamless integration with Orion Portfolio Solutions
Kitces AdvisorTech Map
Recognized on the industry-leading technology resource
SOC-2 Type II
Enterprise-grade security certification
Your client data is protected with bank-level 256-bit encryption and complete audit trails for SEC compliance.
Ready to automate your cash management?
Get in touch and we'll show you how CashSweep can save your team hours every billing cycle.