Cascade provides a turning point for advisers. The time constraints and complexity of administering cash are managed by Cascade, which serves as an extension to your sales and administration team. Cascade’s ongoing monitoring services a client directly without an Introducer’s involvement.
Our team of experts tracks all rates and the unique idiosyncrasies of each account and provider on a daily basis. This unique, independent, and whole-of-market dataset makes accessing the best accounts for each of your clients a time efficient and streamlined process.
Cascade works closely with each provider to streamline a savings proposition for you and your clients. Cascade’s ongoing monitoring services a client directly without an Introducer’s involvement.