Client Money Interest Scorecard · Free · 3 minutes
Are you earning enough interest on your client monies?
Twenty questions. Three minutes. An honest read on how your firm manages client money and whether you are leaving interest on the table.
Free, and your results appear instantly.
What you get
Rising rates changed what client money is worth.
Many firms still sit on the standard rate their bank set years ago. The scorecard turns a vague sense that you could do better into a clear picture: where your controls are strong, where interest is being left behind, and what to look at first.
Client money management
Whether your controls, procedures and contingency arrangements give you a solid foundation.
Client account interest
Whether the rate you receive reflects today's market or a deal set long ago.
People and processes
Whether your finance function is set up to turn client money into a real contributor to profit.
Impact and value
Whether you can clearly demonstrate how your firm manages client money and the value it adds.
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Answer 20 quick questions
Straightforward questions about your client account, your bank, and your procedures. No right answers, just honest ones.
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See your score instantly
An overall score plus a breakdown across all four areas of client money management.
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Know your next move
A clear view of where interest, compliance or risk could be improved, and what to look at first.
See where your firm stands on client money.
Three minutes from now you will know how your firm manages client money, whether you are earning a fair rate, and where the biggest opportunity sits.
Get my score
Your results appear the moment you finish.