How We Work

OUR PROCESS DIFFERENTIATES US

While other providers treat sweep as a commodity, we seek to create differentiated programs to enhance our clients’ relationships with their customers.

1: LISTEN
We listen to our customers short and long-term objectives while asking questions to understand what matters.
2: SHARE
Throughout the process we share our deep knowledge base, helping our customers create enterprise value.
3: DESIGN
We craft and iterate technical and operation architectures with our customers, iterating the design until it fits perfectly.
4: BUILD
Our in-house team develops efficient and secure programs for our customers utilizing our modular software.
5: TEST & LAUNCH
We help you with QA and testing and then coordinate a staged launch to help bring your product to market safely.
6: ADAPT
To help you stay competitive, we help you add new functionality to deliver a superior cash experience for customers.
1: LISTEN
We listen to our customers short and long-term objectives while asking questions to understand what matters.
2: SHARE
Throughout the process we share our deep knowledge base, helping our customers create enterprise value.
3: DESIGN
We craft and iterate technical and operation architectures with our customers, iterating the design until it fits perfectly.
6: ADAPT
To help you stay competitive, we help you add new functionality to deliver a superior cash experience for customers.
5: TEST & LAUNCH
We help you with QA and testing and then coordinate a staged launch to help bring your product to market safely.
4: BUILD
Our in-house team develops efficient and secure programs for our customers utilizing our modular software.
OUR TECHNOLOGY IS PURPOSE BUILT

InterLINK systems were specifically developed to meet the needs of brokerage firms

InterLINK is easy to use. Excess cash, awaiting reinvestment, including deposits, dividends and proceeds from sales, is swept each day from your clients’ brokerage accounts automatically into InterLINK.

Once swept to InterLINK, funds are allocated exclusively to pre-screened participating insured banks. To ensure that the balances receive full insurance coverage, InterLINK limits the principal amount of assets held at any one institution to no more than $250,000 per tax ID, thereby ensuring funds are guaranteed to the maximum extent possible by the U.S. government.

Your clients’ cash is continuously put to work, earning a competitive interest rate and can be accessed at any point.

  • InterLINK is a proprietary platform that can accurately and efficiently manage the ledgering, execution and reconciliation of millions of cash transactions every day

  • Brokerage firms are able to quickly and easily integrate into the platform using the InterLINK secure integration hub

  • The end result is broker dealers delivering extended FDIC insurance on their clients' cash

Get in touch today to learn more. Our team is
ready to develop customized solutions.

Start a Discussion