Insignis, the cash solution for financial advisers and your clients  

Insignis Cash Solutions offer an award-winning cash management service optimised for our IFA partners. We really want you to be able to deliver a reliable and holistic portfolio management service for your clients, and recognise the real need for simple, protected cash management that offers high liquidity and favourable blended rates.  

We’re currently supporting over 500 wealth management businesses in the UK and offer our partners everything they need when it comes to cash management, to expand their service offerings, win new business, and retain clients. We offer CPD approved training, an extensive knowledge base via our Partner Resource Centre, and we even present our service alongside our clients in order to assist business development. Enabling access to 30 different banks and their numerous savings products, as well as offshore and multi-currency options, we have your clients covered when it comes to having cash management as part of your service offering. 

To help our IFA partners further streamline services for their clients we are integrating our cash management service with popular investment platforms, allowing advisers to deliver a single login for clients to access managed cash balances under the wealth manager’s own brand, alongside the other components of their managed portfolio. Read about our tie-up with moneyinfo here.

We pride ourselves on being fully independent, with no controlling interests from any bank, building society or financial institution, at board, or any other level within our organisation. We believe that we need this independence to offer our partners the best possible service.  

When you consider all these points together, it is clear that Insignis is the cash management service of choice for IFAs. 

If you need any further information on our service, platform or how we can help you build a cash management offering for your clients, then get in touch with us today.