Client Money
Connect, create and operate financial accounts through a consistent experience.
Professional services and people
Legal
One way to handle client money across every office and jurisdiction.
Client money, invoicing, disbursements, multi-jurisdiction settlement and reconciliation. Coordinate client money, matter finance, invoicing, disbursements and cross-border settlements across offices, currencies and banking relationships.
Capabilities
What you build on Federated Banking™
Matter Finance
Embed credit and instalment experiences through connected financial partners.
Invoices
Create, track and reconcile commercial financial obligations.
Disbursements
Disburse funds to individuals, businesses, members and network participants.
Settlements
Coordinate financial obligations between participants.
Multi-Currency
Quote and exchange currencies across configured financial providers.
Participants
Who takes part
Federated Banking™ connects them through one operating layer, whichever providers sit underneath.
FirmOfficesClientsCounterpartiesBanksPayment Providers
Typical flow
How the money moves, step by step
- Funds received
- Assigned to matter
- Approved
- Disbursed
- Reconciled
Live demonstration
See it in the terminal
The record of one operation: what happened, when it happened and what followed (demo). Demo data
DemoEvery organisation, provider, person and amount on this page is fictional, and nothing moves real money. Federated Banking™ works with the licensed providers you connect; it owns no payment rail.
Glossary