Reduce risk, increase income, and save time

Join thousands of UK IFAs who use Insignis to manage their clients’ cash

BOOK INTRO CALL

Generate greater value for your clients by offering them access to hundreds of savings products, from a single sign-up process with Insignis. Our platform enables your clients to increase interest earned on their cash savings whilst maximising FSCS protection eligibility.

As an Insignis Adviser partner, you will benefit from:

A holistic view of your client’s cash savings – Get in touch below and a member of the team will create a bespoke illustration for your specific liquidity requirements across your USD, EUR and GBP savings.

Access to a dedicated Adviser platform to provide you with illustrations, training materials and the ability to open accounts for your clients.

An opportunity to earn an additional revenue stream with flexible fee options.

A service that incorporates Intergenerational Wealth planning products

A straightforward service that will save you time

A completely free service for advisors

A dedicated Account Manager who is committed to supporting you and your firm

Our service has helped many adviser firms increase and improve the relationship with their Professional Network Relationships such as Lawyers and Accountants. Find out how we can help you by booking an introductory call.

BOOK INTRO CALL

SEE IT FOR YOURSELF

Book an introductory call to find out how Insignis can benefit you and your firm

To find out how Insignis can benefit your business, book a 15-minute call with a member of our team at a time that best suits you.

HOW SAVING WITH INSIGNIS CASH SOLUTIONS WORKS

See how the Insignis platform works in less than three minutes

SO HOW DOES THIS WORK IN PRACTICE?

Read our case studies below to find out

ABOUT INSIGNIS

Insignis Cash Solutions is a cash savings platform designed for individuals, companies, charities, and local authorities to earn better interest from their hard-earned cash. The platform offers access to over 30 banks and building societies offering exclusive, market leading savings rates. The service allows clients to hold deposits with a range of providers all operated via a hub account with Barclays Bank.

Insignis is experiencing exponential growth as more people realise that our simple solution saves them time and earns them better interest rates, without the hassle.

Our service is available to the following client types:

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Individuals

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Businesses

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Charities

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Pensions (SIPP & SSAS)

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Local Authorities

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Trusts (including PoA & CoP)