Brett Grant
AUSIEX has launched the AUSIEX Cash Account – a secure, fully integrated, interest-earning cash solution that acts as a central hub for advisers to manage client cash seamlessly alongside trading accounts.
Embedded within the AUSIEX trading experience, the solution is designed to simplify and streamline cash management, accelerate funding and settlement, improve visibility and control, and reduce the friction and risk associated with multiple cash accounts and transfers.
“AUSIEX has built an integrated cash hub as a practical solution for advisers to reduce unnecessary steps in trading and cash administration,” says Brett Grant, Head of Product and Customer Experience at AUSIEX.
“Inefficient cash and trading processes is costing advisers and their clients valuable time – reducing both trading agility and time spent with clients. Our analysis shows advisers executing 100 trades a month could save more than eight hours by removing unnecessary cash transfer steps through a more integrated cash solution – time that can be redirected to client outcomes. Streamlining these processes also helps reduce the compliance and operational risks associated with cash movements.”
The AUSIEX Cash Account has also been designed as a practical liquidity tool for advisers and clients, helping them keep investable cash accessible and ready to deploy when markets move and provide opportunities, while still supporting efficient settlement and portfolio implementation.
“Cash should not simply be set and forget, nor treated as a passive and disconnected portfolio holding. An efficient integrated cash management account can help advisers build more deliberate liquidity positions – enabling client cash to earn income while giving advisers the flexibility to meet cash needs, respond to volatility and take advantage of investment opportunities without unnecessarily disrupting long-term portfolio strategies,” Mr Grant adds.
The AUSIEX Cash Account is fully integrated and accessible within the AUSIEX Adviser trading portal, provides near real time funding for trading accounts, online visibility of balances and transactions, automatic settlements and notifications, a competitive interest rate calculated daily and paid monthly and is fully supported by local service teams.
This latest investment strengthens AUSIEX’s position in the wholesale trading market and, alongside its acquisition of FIIG in 2025 and the launch of its international trading solution, AUSIEX International Markets, in the prior year, demonstrates the firm’s commitment to being one of the most comprehensive investment trading and portfolio administration platforms for advisers in Australia.
