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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.
  • Fullstack CF development

Activities

Development

We designed, developed and continue to support the entire application

Prototyping can be done using Figma.
CF Icon

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.

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