Add value to your accountancy services
Partnering with Insignis allows you to add value beyond traditional accounting services. By helping your clients manage cash more effectively, you strengthen client relationships and reinforce your role as a trusted adviser.
Earn your clients more on their money
If your clients hold their cash across various bank accounts, then that money exists outside of your field of vision.
Bring together a more complete view of your clients’ portfolios by managing their cash holdings on the Insignis platform.
Access a wide range of products from easy access to 5-year fixed term accounts offered by our panel of 45+ banks.
A smarter approach to managing client cash
As an accountant, your clients rely on you to help them make the most of their financial position. But when it comes to surplus cash, many businesses and individuals miss opportunities to improve returns while maintaining flexibility and FSCS protection.
Insignis is a dedicated cash management platform designed to simplify the way your clients manage their savings. With access to a wide range of competitive savings products from banks and building societies, we help businesses and individuals earn more on their cash while reducing admin.
See how much interest your clients’ cash could earn in a year
Rates are subject to a minimum and maximum deposit size. Availability of product will vary depending on the client type.
Receive a personalised calculation of your potential interest earnings
Share a few more details for a tailored illustration and access thousands of savings accounts from 45+ selected banks and building societies.
Receive a personalised calculation of your clients' potential interest earnings
Share a few more details for a tailored illustration and access thousands of savings accounts from 45+ selected banks and building societies.
Effortlessly track and manage cash reserves
1
2
3
Ask your client to complete an Insignis Application Form
Deposit cash and choose from our selection of savings accounts
Easily place, withdraw and re-invest cash
1
Ask your client to complete an Insignis Application Form
2
Deposit cash and choose from our selection of savings accounts
3
Easily place, withdraw and re-invest cash
Why Insignis?
Market-leading interest rates
Access competitive and exclusive interest rates across a wide range of savings accounts from our panel of banks and building societies.
Retain ownership of client relationships
We and our panel of banks and building societies are committed to never cross-selling to your clients, allowing you to maintain and strengthen your client relationships.
Existing members love
Decreased workload
A single application provides access to a panel of 45+ banks and building societies, removing the need for multiple account openings.
Streamlined reporting
We consolidate all interest earned across accounts into a single, easy-to-use report—helping simplify tax reporting and compliance.
Dedicated support
Our expert account managers provide personalised assistance, ensuring you and your clients have guidance every step of the way. Basically give us the name of your clients, and we'll do the rest work.
What our members say about us
We have worked with Insignis on this area for number of years to achieve a better balance between access, interest rate and FSCS protection for our clients. The platform is easy to use, transparent and empowering for clients and their planners. The team at Insignis are also very responsive and great to work with.
Many of my clients have increased their cash returns by using Insignis. It puts them in control of their cash deposits and can be confident they are placing their funds with providers who are offering the highest rates available. Whether it's rainy day money, funds to meet a tax bill or cash people are holding pending long term investment, Insignis provide a great service and an easy to use platform.
Financial advisers need, more than ever, to demonstrate added value. Too many clients are missing the low-hanging fruit of earning more interest on their cash holdings. With Insignis, it's remarkably easy to access better rates, diversify counterparty risk, and receive a straightforward tax pack with all the information needed by their tax advisers.
Commonly asked questions
Become a member of the club today
Our team has supported clients in placing more than £22 billion since 2017 and are on hand to guide you and your clients' every step of the way.
Become a member of the club today
Our team has supported clients in placing more than £22 billion since 2017 and are on hand to guide you and your clients' every step of the way.
Become a partner
8 Devonshire Square, London EC2M 4YJ
St John’s Innovation Centre, Cowley Rd, Milton, Cambridge CB4 0WS
contact us
