Wealth Optimizer
Advanced analytics and flow-of-funds intelligence for strategic cash management
Transform client cash from a passive balance into a strategic revenue driver
Unlocking profitability and behavioral insights to enable high-impact decisions
In today’s competitive landscape, client cash remains an under-utilized opportunity to drive revenue growth. With advanced analytics and proprietary flow-of-funds intelligence that captures money movement in and out of investments, Wealth Optimizer delivers a data-driven view of cash profitability and client behavior. Institutions can uncover hidden value, enhance pricing strategies and make more strategic decisions around cash management. ​
By transforming opaque cash activity into actionable insight, the platform empowers organizations to shift from reactive to proactive portfolio management—turning client cash from a passive balance into a dynamic, revenue-generating asset.
Behavioral Intelligence
Uncover how, when and why clients move cash with advanced analytics that inform pricing, product and portfolio decisions.
Flow-of-Funds Visibility
Track and analyze money movement to identify friction points and reveal hidden growth opportunities across client cash portfolios.
Optimization and Cross-Functional Activation
Empower product, finance and treasury leaders with tools and models to align strategy, optimize pricing and take coordinated action that delivers meaningful business results.
Case Study:
Wealth Optimization
Using Wealth Optimizer, the client evaluated a proposed rate reduction of 5 bps in one segment and 18 bps in another. The platform revealed that the strategy would introduce reputational risk and ultimately be unprofitable—driving an additional $360 million in annual runoff, far outweighing the potential interest expense savings.
Get the latest in your inbox
Our Insights
May 15, 2025
Wealth Deposits: Published Rates Remain Disconnected from Reality
April 22, 2025
Among Wealth Clients, CDs Have Their Limits
April 1, 2025
Brokerage Cash Sweeps:
No Longer Just the Leftovers
