Our cash and deposit solutions can help you effortlessly manage your clients’ investments and cashflow in one convenient place.
As a financial adviser, NAB Cash Manager Account data feeds can also be linked to your financial planning software so you’ll have real time access to your clients' account information anytime. This means you can easily keep track of your client’s cashflow and provide timely investment advice.
You can also use NAB Connect to view all your clients’ accounts simultaneously in real time. For ease, you’ll be able to:
- Download your clients’ transaction history
- Access statements
- View daily balances