Cash Management

Connect money market funds in USD, HKD, offshore RMB and other currencies, giving enterprises and financial institutions flexible cash allocation options that balance daily liquidity needs with investment of idle funds.

A wealth product shelf that covers diverse investment needs

Select a category to explore product positioning, coverage and capability boundaries. From traditional wealth to digital assets, products, trading access and platform technology remain clearly defined.

Cash ManagementMulti-Currency Cash Allocation

Connect USD, HKD, CNH and other money market funds to expand institutional liquidity management options.

Cash ManagementIntegrated Subscription and Redemption

Integrate product configuration, subscriptions, redemptions and asset views into existing institutional processes.

Cash ManagementEnterprise Operational Support

Coordinate products and ongoing operations for corporate and institutional cash management.

From Traditional Wealth Products to Digital Assets

Connect traditional wealth and digital asset products within one institutional business framework.

WEB2

Traditional Wealth Products

Cash Management · Public Funds · Private Funds · Bonds · Structured Products · Insurance

WEB5FINLOOP
WEB3

Digital Asset Products

Virtual Assets · Tokenized Funds · RWA

Why Connect Wealth Products through Finloop

Ongoing support for institutional product sourcing and wealth businesses, from product breadth to implementation.

Broad Product Access

8,000+ wealth products spanning traditional wealth and digital assets.

Multiple Asset Classes

From cash management to private markets and RWA, supporting diverse allocation needs.

Global Product Ecosystem

Connect fund managers, banks, issuers and digital asset ecosystems.

Cross-Border Wealth Capabilities

Global funds, multi-currency products and cross-border wealth scenarios.

Trading and Technology Support

Bring products into accounts, trading, clearing, settlement, assets and reporting processes.

Connect Products with the Complete Wealth Business

Products move beyond the catalog into trading, asset and operational processes.

  1. 01Product Onboarding
  2. 02Product Data and Management
  3. 03Screening and Configuration
  4. 04Quotes and Trading
  5. 05Clearing and Settlement
  6. 06Holdings Management
  7. 07Reports and Operations

Build a Wealth Product Shelf for Your Clients

Whether you want to expand traditional wealth products, alternative investments or digital assets, Finloop can connect product supply and wealth technology around your institutional business model.

Book a Consultation