Clifton is a lens into modern wealth. In our seats, we've seen wealth accumulated in various ways. No individual's story is the same, but we can learn from how they've each forged their path toward success.
Sandbox pairs novel technologies surrounding payments, data aggregation, AI, and open banking to deliver a new platform solution for wealthy families and investment advisors.
Sandbox pairs novel technologies surrounding payments, data aggregation, AI, and open banking to deliver a new platform solution for wealthy families and investment advisors.
Cash management is a major part of managing wealth, but many often conflate "investment cash" with "operating cash," and that very often isn't the case. Investment Advisors can gain new insights and better manage client relationships with banking.
Wealthy families maintain roughly 9% of their assets in cash and cash equivalents, which is sometimes insufficient to cover liquidity needs. Rather than derail well thought out investment strategies, short term borrowing is a common solution.
