Wealth Management & IFAs.
Complementing Forward-Thinking Advisors

You already manage client wealth, investments, and financial strategies - why not extend that trust to their FX transactions too?

Enable your clients to transfer funds, settle international investments, and move money globally - all through your own branded payments and FX platform.

Trusted by
Cremello logo SportsFX logo FC Global Payments logo MSB logo AugustFX logo Managed Markets logo RegencyFX logo Clear Capital logo
Cremello logo SportsFX logo FC Global Payments logo MSB logo AugustFX logo Managed Markets logo RegencyFX logo Clear Capital logo

Offering Additional Value to Your Clients

By keeping FX under your trusted brand, you deliver a complementary service within financial markets while creating a new or increased revenue stream from the flows you already oversee.

Stronger Client Relationships

Provide clients brand continuity rather than introducing them elsewhere for FX services

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Save Clients Money

Deliver better rates and greater transparency than traditional banks

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New Revenue Stream

Generate ongoing income without building costly infrastructure

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Key Features
& Benefits

Lean on Our Expertise to Create New Opportunities

Branded Platform

Code-free. No heavy investment. Up and earning quickly

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Available Currencies

Transact in 70+ Currencies

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Multi-Currency Settlement IBANs

Simplify global payments with one single-settlement IBAN

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Revenues & Commissions

Monitor growth and earnings with clarity and control

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Compliance & Regulation

FCA regulated, with compliance at the core

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Client and Sales Data Dashboard

Track client activity and sales performance in real time

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Local Settlements

Receive funds locally and avoid unexpected fees

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Security & Privacy

Robust security & data protection that work as hard as you

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Convert 70+
Global Currencies

Extensive FX crossovers to help more clients access faster conversions and fairer pricing

Strengthening Client Portfolios

TW Currency (Tankward Wealth)

1

Business Challenge

As a trusted wealth manager, Tankard Wealth already provided clients with bespoke financial planning and investment services. However, when it came to international transfers and foreign exchange, many clients were relying on traditional banks - paying high fees, receiving poor rates, and lacking transparency. This not only reduced client returns but also meant Tankard Wealth risked missing out on a valuable service line within its own offering.

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2

FX Solution in Action

We partnered with Tankard Wealth to integrate a white-label FX solution seamlessly into their client services. By leaning on our FX expertise and infrastructure, Tankard Wealth can now provide clients with competitive rates, faster settlements, and greater visibility on international payments - all under the trusted Tankard Wealth umbrella. This complementary solution allows them to expand their portfolio of services without building costly FX infrastructure in-house.

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3

Proven Growth Results

With the FX solution live, Tankard Wealth has unlocked a new revenue stream while deepening client loyalty. Their clients now enjoy cost-effective, transparent international transfers as part of their wider wealth management strategy. At the same time, Tankward Wealth has enhanced its reputation as a full-service partner, ensuring clients' wealth is protected and optimised across borders.

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