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Details

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CASHiQ Main Features

• 100% Digital
  Enjoy a fully digital platform with no paperwork or physical cheques needed.
• Best GIC Rates
  Get the highest GIC rates in Canada, updated in real-time for easy access.
• Customer Support
  Reach out to our support team for any questions or help you need.
• All-in-One Platform
  Access everything you need for GIC investing in one convenient place.
• Tools and Analytics
  Use advanced tools to make smart investment decisions and plan your financial future.
• White Label Options
  Customize the platform with your brand and logo for a personal touch.
• Real-Time Rate Board
  Get real-time updates on GIC rates to match your funding needs.
• Easy Client Onboarding
  Quickly set up client accounts with simple data input and digital signatures.
• Multiple Account Types
  Choose from various account types, including individual, joint, corporate, and registered accounts.
• Secure and Transparent
  View your GIC portfolio online anytime, with strong security to protect your data.

CASHiQ Benefits

• 24/7 Access
  You can check your portfolio anytime, which gives you control over your investments.
• No Paperwork
  The digital platform means you don't have to deal with paper forms or checks, making the process faster and easier.
• Best GIC Rates
  You can find the highest GIC rates in Canada easily, which helps you earn more on your investments.
• Real-Time Access
  You can see the best rates and your investments instantly, so you can make quick decisions.
• Integrated System
  The system connects clients, advisors, and issuers smoothly, making the onboarding process quick and easy.
• Secure Transactions
  Your personal information and investments are protected with strong security measures, giving you peace of mind.
• Efficient Transactions
  The SaaS reduces delays and costs by handling everything digitally, making investing more efficient.
• Multiple Account Types
  You can choose from different account types to fit your needs, whether personal or business.
• Easy Portfolio Management
  You can view and manage all your GICs in one place, making it simple to keep track of your investments.
• Advanced Tools and Analytics
  The SaaS provides helpful tools to understand your investments better and plan for the future.

Who should use CASHiQ?

• Investors
  Investors can benefit from CASHiQ by accessing the best GIC rates quickly and securely, all in one place.
• Financial Advisors
  Financial advisors can use CASHiQ to easily manage their clients' GIC needs and provide them with the best rates.
• Financial Institutions
  Financial institutions can streamline their processes with CASHiQ, making transactions faster and easier for their clients.

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