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Money Fund Solutions

A next generation portfolio management tool that provides optimization to your liquidity platform.

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Money Fund Solutions

Money Fund Access (MFA) is a next generation Money Fund Portal offering broad fund access and seamless Treasury Management System integration and interface.

CastleOak Shares offer liquid, high-quality money market instruments for clients looking to preserve capital and maximize income while supporting their impact investing initiatives.

MoneyFund Access (MFA) is a next generation portfolio management tool that provides optimization to your liquidity platform. MFA provides access to a curated set of money market funds along with the tools needed to easily manage and optimize your portfolio.

Key Features
  • Broad fund access with seamless TMS integration
  • Real-time portfolio analytics and reporting
  • Next generation portal with intuitive interface
  • Liquid, high-quality money market instruments
  • Capital preservation strategies
  • Income maximization tools
  • Impact investing capabilities
  • CastleOak US Government and Prime Money Fund Share Classes

Interested in learning more about CastleOak's Money Fund Solutions?

Contact our team for more information.

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