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Global reach

Access all your holdings across 10 currencies over 37 fund providers covering more than 90% of the money market fund universe1.

1 J.P. Morgan Asset Management, Morgan Money and iMoneynet, as of June 30, 2026. Contact your J.P. Morgan representative for a full breakdown.

Source: J.P. Morgan Asset Management, as of June 30, 2026, unless otherwise stated.

One powerful platform, many valuable benefits

  • Save Time
  • Improve Decisions
  • Take Control
  • Manage Risk
  • Intuitive user centric experience
  • Consolidated trading to manage all your short-term assets
  • Automated rules based investing and single sign-on
Morgan Money’s portfolio breakdown dashboard
  • Get quick and efficient access to liquidity insights
  • View aggregated balances and risk exposures across fund providers
  • Compare modelled outcomes in real time
Imrove Decisions @2X
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  • Create and manage fully customized user entitlements
  • Tailor investment guidelines to companies or single accounts
  • Set up real-time alerts and optional trade approvals

Manage risk with customizable analytics and reporting

  • Analyze funds and compare data spanning up to two years
  • Monitor investments more effectively by observing trends and collecting data
  • Build and customize reports and send them to any destination
Chart Image @2X

Key features

  • Batch trading

  • Cash optimizer

  • Investment Policy Statement (IPS) Rules

  • Morgan Assist

Faster than the industry standard

The old way was picking up the phone and calling in a trade. It was manual and antiquated. The industry evolved with the launch of trading portals. Other portals that use batch trading that may have a turnaround time of up to 15 minutes. Morgan Money is faster. Much faster. We leverage APIs meaning you can trade instantly, in average of 5 seconds or less.*

* There could be instances where this threshold is not met.

Cash Optimizer: Exclusively on Morgan Money

  • Set Rules: Define allocation rules for your DDA balance.
  • Automated Execution: Automatically manage balances, execute trades, and transfer funds.
  • Complete Oversight: Receive notifications and confirmations for full control without requiring manual action. Efficient, automated cash management tailored to your needs.

Cash Optimizer Scheduler: Flexible scheduling with rule customizations

  • Run rules daily, weekly or monthly
  • Reduce manual intervention: avoid repeatedly adjusting target balances, turning rules off, or making one-off manual redemptions
  • Customize every scheduled rule with its own target bank balances, frequency, and execution timing to reflect different liquidity needs across the month.
  • Align rules to known cash flow events, helping maintain the right bank balance with less effort

Morgan Money IPS Rules: Ensure trades stay with your company’s IPS

  • Set hard blocks or notifications when a trade breaches policy, and now have those IPS Rules automatically applied during Cash Optimizer runs (in addition to manual trading).
    • Credit Quality – Keep credit exposure within required limits
    • Eligible/Prohibited Investments – Control exposure by fund, fund family, currency, country and more.
    • Fund Statistics – Enforce thresholds for fund size, WLA, WAM, etc

Morgan Assist

With Morgan Assist, you get expert support 24/7 – trade, report, and optimize cash effortlessly, anytime.

Morgan Money literature

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The views contained herein are not to be taken as advice or a recommendation to buy or sell any investment in any jurisdiction, nor is it a commitment from J.P. Morgan Asset Management or any of its subsidiaries to participate in any of the transactions mentioned herein. Any forecasts, figures, opinions or investment techniques and strategies set out are for information purposes only, based on certain assumptions and current market conditions and are subject to change without prior notice. All information presented herein is considered to be accurate at the time of production. This material does not contain sufficient information to support an investment decision and it should not be relied upon by you in evaluating the merits of investing in any securities or products. In addition, users should make an independent assessment of the legal, regulatory, tax, credit and accounting implications and determine, together with their own financial professional, if any investment mentioned herein is believed to be appropriate to their personal goals. Investors should ensure that they obtain all available relevant information before making any investment. It should be noted that investment involves risks, the value of investments and the income from them may fluctuate in accordance with market conditions and taxation agreements and investors may not get back the full amount invested. Both past performance and yields are not reliable indicators of current and future results.


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In the United States, by J.P. Morgan Investment Management Inc. or J.P. Morgan Alternative Asset Management, Inc., both regulated by the Securities and Exchange Commission; in Latin America, for intended recipients’ use only, by local J.P. Morgan entities, as the case may be in Canada, for institutional clients’ use only, JPMorgan Asset Management (Canada) Inc. is a registered Portfolio Manager and Exempt Market Dealer in all Canadian provinces and territories except the Yukon, and an Investment Fund Manager in British Columbia, Ontario, Quebec, and Newfoundland and Labrador. It is also a Derivatives Adviser in Manitoba, a Commodity Trading Manager in Ontario, and a Derivatives Portfolio Manager in Quebec. In the United Kingdom, by JPMorgan Asset Management (UK) Limited, which is authorized and regulated by the Financial Conduct Authority; in other European jurisdictions, by JPMorgan Asset Management (Europe) S.à r.l. In Asia Pacific (“APAC”), by the following issuing entities and in the respective jurisdictions in which they are primarily regulated: JPMorgan Asset Management (Asia Pacific) Limited, or JPMorgan Funds (Asia) Limited, or JPMorgan Asset Management Real Assets (Asia) Limited, each of which is regulated by the Securities and Futures Commission of Hong Kong; JPMorgan Asset Management (Singapore) Limited (Co. Reg. No. 197601586K), this advertisement or publication has not been reviewed by the Monetary Authority of Singapore; JPMorgan Asset Management (Taiwan) Limited; JPMorgan Asset Management (Japan) Limited, which is a member of the Investment Trusts Association, Japan, the Japan Investment Advisers Association, Type II Financial Instruments Firms Association and the Japan Securities Dealers Association and is regulated by the Financial Services Agency (registration number “Kanto Local Finance Bureau (Financial Instruments Firm) No. 330”); in Australia, to wholesale clients only as defined in section 761A and 761G of the Corporations Act 2001 (Commonwealth), by JPMorgan Asset Management (Australia) Limited (ABN 55143832080) (AFSL 376919).


Australia: Pursuant to ASIC Class Order 03/1102 and ASIC Class Order 03/1103 applicable to JPMorgan Asset Management (Singapore) Limited ("JPMAMSL") and JPMorgan Funds (Asia) Limited (“JPMFAL”) respectively, JPMAMSL and JPMFAL are exempt from the requirement to hold an Australian financial services licence under the Corporations Act 2001 (Commonwealth)) in respect of the financial services provided by JPMAMSL or JPMFAL in Australia to wholesale clients. A copy of which may be obtained at the website of the Australian Securities and Investments Commission www.asic.gov.au. The class order exempts JPMAMSL and JPMFAL respectively from the need to hold an AFSL for financial services provided to Australian wholesale clients on certain conditions. Please note that JPMAMS is regulated by the Monetary Authority of Singapore (MAS) under the laws of Singapore, which differ from Australian laws. Similarly, JPMFAL is regulated by the Securities and Futures Commission (SFC) of Hong Kong under the laws of Hong Kong, which also differ from Australian laws.


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