Morgan Money: Manage your accounts in real time, at any time, in no time
Morgan Money, J.P. Morgan Asset Management’s state-of-the-art online liquidity platform combines open-architecture access to top fund managers worldwide with cutting-edge technology from across J.P. Morgan Chase. The platform was designed to deliver a seamless customer experience centred on operational efficiency, end-to-end system integration and effective controls to allow customers to invest securely when, where and how they want.
Trading all in one place
Managing cash is hard work, but trading cash shouldn’t be. Morgan Money allows you to manage all your liquidity positions on a single platform – with conveniences and efficiencies that are not found in ordinary cash management platforms that can help you save time, make informed decisions and gain control.
- Save time: Trade across your entire portfolio – from one screen, with one click. Morgan Money allows you to trade and manage all liquidity assets on a single, integrated platform and access multiple fund families, currencies and strategies. Morgan Money users can trade through its familiar shopping cart-style trade flow, colour-coded trade indicators, drag-and-drop bulk trading and host trading via SFTP / API protocols. You can also set up and save trades for execution later, export confirmations and build custom reports.
- Make informed decisions: View your aggregated account balances and risk exposures in real time on a user-friendly dashboard, while also having access to fund holdings, fact sheets, prospectuses and online statements.
- Gain control: Choose the managers, currencies, durations and settlement options that best meet your needs. In addition to the intuitive trading approach offered via the platform, J.P. Morgan Asset Management is committed to providing cutting-edge technology that allows for connectivity to various systems, allowing you to trade in a way that is most convenient for you. Morgan Money is designed to improve efficiency without sacrificing quality or cybersecurity.
Analysing cash trades and risk
The best time to assess risk is before assuming it. With Morgan Money, analysing potential cash trades and risks has never been easier. The platform’s robust risk and analytics tools allow you to take a deeper look into your cash exposure, understand how trades might impact your portfolio and compare funds available on the platform, giving you a granulated view that can help you to know what you own before you own it.
- No surprises: See how potential purchases and redemptions would affect your overall risk profile. You can view aggregated risk exposures to understand specific country, issuer, maturity or ratings exposures and stay in line with investment guidelines.
- No breaches: Use pre-trade compliance checks and real-time alerts to stay within compliance guidelines. Custom risk analytics, side-by-side fund comparisons and what-if analyses can help you evaluate current and potential investments.
- No bias: Compare multiple funds on our open architecture platform using third-party risk/return metrics.
Streamline and simplify reporting
Your cash should work for you, not the other way around. Morgan Money offers single-point access to all your accounts for easier reporting, trading and risk analysis. Use the customised reporting tool to:
- Stay current: Track transaction activity, account balances and performance in real time with a dashboard view of all accounts on one screen, customised for different users.
- Increase transparency: Sort, filter and export data to see your cash in enlightening new ways. You can customise user preferences, access levels and alerts and find accounts and transactions quickly with simple navigation, searches and filters.
- Simplify audits: Access two years of history, with key details across every step of each trade. Morgan Money allows you to view and download customised, consolidated reports and detailed audit trails.