One sweep. Unlimited options.
Whether you prefer ultrashort bond funds, income-producing mutual funds, or your own carefully chosen blend, FT Cash Sweep™ gives you the power to move your clients' cash into any mutual fund or combination of mutual funds you can think of.
Since our tool works through simple CSV files, you can implement any investment vehicle with any custodian platform – no exceptions, no limitations. Your sweep strategy, your choice of investments, your way of doing business – we just make it happen faster.
Manage All Your Clients' Cash in 4 Steps
We’ve streamlined the cash management process so you can spend less time navigating complex software and more time focusing on your clients. With our intuitive system, you can initiate and execute cash sweeps quickly and efficiently—saving both time and operational costs.
Here’s how it works:
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Connect to Orion – Seamlessly link your accounts with just a few clicks.
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Choose Your Sweep Vehicle – Select the right cash vehicle to align with your firm’s goals and client needs.
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Run a Sweep – Initiate your cash movement using a clear and guided interface.
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Place Trades in Eclipse – Finalize your strategy directly within Eclipse for a fully integrated experience.
Cash management doesn’t need to be complicated. We’ve made it simple, fast, and built for advisors.
Connect Your Orion Account
Choose Your Sweep Settings
Send Your Trades to Orion Eclipse
Execute Your Trades in Eclipse
As easy as placing a single trade.
If you can place a trade, you can master FT Cash Sweep™ – it's that straightforward.
The process is exactly what you're already used to: upload a file to your custodian platform and click "trade.
Turn idle cash into growth assets.
When idle cash sits in client accounts earning next to nothing, nobody wins.
With FT Cash Sweep™, you can transform idle cash balances into revenue-generating assets with just a few clicks.
In your clients' best interest.
Add compliance software that makes everyone's job easier, not harder.
FT Cash Sweep™ helps you demonstrate compliance with SEC guidelines by proving you're earning a yield on your clients' cash positions.
Model the impact of sweeping your client cash.
Simple Account-Based Pricing
Up to 1,000 client accounts.
Additional accounts start at $65/month per 1,000 accounts.
Unlimited Cash Sweeps
Unlimited Sweep Vehicles
Customized Scheduling
Guided Onboarding & Setup
Dedicated Success Manager
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