The Insignis Cash platform is built to seamlessly integrate into the arsenal of financial advisers – helping you to meet the diverse needs of your clients. Whether you have individual and joint clients seeking higher interest, SMEs and corporates aiming to diversify their cash reserves, or non-profit organisations looking to build a more lucrative treasury policy, Insignis Cash is the answer.
Advisers use our platform to find the right savings products, deposit clients’ cash accordingly, and monitor their holdings at any time. This helps you to provide a great advisory service, retain your clients and grow your business.
Click below to find out more about the wide range of clients we can help financial advisers to serve.
Before Insignis Cash, we spent a great deal of time filling in endless forms, getting together the right signatories, and researching where to place our funds - during which time the markets might well have moved. Signing up with Insignis has done away with all of that, and we are able to place funds in a matter of minutes, with no additional forms to complete. We have access to the best rates, and choose only from institutions that meet our investment policy.
Insignis Cash has transformed our ability to manage our cash reserves, it is really easy to use and once set up has enabled us to get the best rate on our money without the associated cottage industry of trustee approvals and signatures. I would definitely recommend this platform to any hospice or charity.
Insignis Cash is a fantastic cash management solution. As a Relationship Manager, it adds value to our Family Office proposition and allows easy access to the leading deposit rates across a wide range of product providers. You also have the peace of mind should your client’s main objective be to protect their cash with the option to maximise the FSCS protection. The platform is very easy to use for both client and adviser with the comfort of knowing the Insignis team are only a phone call away.
I looked at several cash management platforms before settling on Insignis Cash. It was clear that they were easy to work with, very responsive, and had done some research on credit union needs. We can now quickly and easily spread our risk, investing our excess funds for maximum return without the hassle of dealing with multiple banks and deposit takers.
The Insignis Cash platform provides a simple yet effective way to manage SME cash balances. Whilst the technology works extremely well, it’s reassuring to know they are able to complement this with professional and knowledgeable human resource should this be required. Do try it out – you’ll not be disappointed!
My client reported how helpful Insignis has been. It’s a pleasure to share this as Insignis Cash is always helpful to both of us!
Easy to use platform with “real person” support if needed. I have recommended Insignis Cash to many clients as well as using it myself. The multi-currency option is so useful for those who do not want to convert until it suits them.
We take our clients’ cash management very seriously and are as deliberate in this area as we are with their wider wealth. We have worked with Insignis on this area for a 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.
We have been very impressed with Insignis Cash. It is an easy to use platform which allows funds to be placed in a simple manner offering very competitive terms. This is all backed up by a friendly and efficient team.