Client Money
Integrates with your system to enable your clients to make pay-ins, hold their money in a segregated client money account, transfer money, and make pay-outs.
Client Money Module
Integrates with your system to enable your clients to make pay-ins, hold their money in a segregated client money account, transfer money, and make pay-outs.
Streamline Your Investments
Here's what you can do with our Client Money feature:
- Integrate with existing systems
- Make pay-in and pay-out payments
- Hold client money in segregated accounts
- Transfer money
Customisable, Easy-To-Use Dashboards
Custom Pipelines
Opportunity Transactions
Client CRM
KPI Dashboard
Investor Portal
White-label Solution
Quva's white-label solution allows you to edit the look and feel of your platform, enabling you to showcase your company brand.
Updated within the settings area in seconds, you can update things like the colour scheme, upload logos as well change the terminology to suit your exact needs.
Made by Investment Professionals for Investment Professionals
The team transforming alternative investments
Who we work with
Whether you’re looking to streamline how you manage your investments, or simply have a burning question, get in touch today and see how Quva can help take you and your business to the next-level.
Simply fill out the form and of our digital transformation experts will be in touch.