Multi-bank deposit sweet solution for brokerage firms and wealth management advisors.
IntraFi Overview
The IntraFi Network Deposit product is a proprietary software application that enables financial institutions to move (“sweep”) large cash balances from their high-net-worth clients into smaller FDIC-insured accounts across a network of different banks.
Evidence Gathering
Purpose
Dashboards customized data visualizations for several different user types
Have an intuitive navigation
Learn the different tasks users do on the software.
We designed, developed and continue to support the entire application
Conclusion
IND provides a seamless, secure, and compliant solution for managing FDIC-insured deposit sweeps. By automating key financial processes and ensuring regulatory alignment, the platform empowers broker-dealers to optimize fund allocation while supporting banks in securing deposits. With ongoing development and support, IND continues to enhance efficiency, scalability, and user experience in the financial sector.