Get a clear overview of your clients’ savings and strategically diversify their cash to access higher interest rates while optimising FSCS coverage.
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.
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 over 50 banks.
You already oversee your clients investments and savings, but what about their other cash assets?
Apply for our multi-bank “forever” cash ISA to view and manage your clients’ cash in one place.
Learn more about the Insignis cash ISA
Secure your clients’ cash and help them to capitalise on liquidity events, such as the sale of a business, property or an inheritance.
Whether your client needs a standard individual or joint account, or a specialist account for a power of attorney or trust, our team is here to help.
See our full list of speciality arrangements here.
Secure your clients’ cash and help them to capitalise on liquidity events, such as the sale of a business, property or an inheritance.
Whether your client needs a standard individual or joint account, or a specialist account for a power of attorney or trust, our team is here to help.
See our full list of speciality arrangements here.
Rates are subject to a minimum and maximum deposit size. Availability of product will vary depending on the client type.
Share a few more details for a tailored illustration and access thousands of savings accounts from 50 selected banks and building societies.
Share a few more details for a tailored illustration and access thousands of savings accounts from 45+ selected banks and building societies.
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
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
You and your clients can access rates 24/7 via our platform. Instruction processing takes place during business hours.
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.
A comprehensive view of your clients’ cash assets, helping you support their wealth growth.
Create a cash savings portfolio that aligns with your clients’ needs. Allocate funds across easy access, notice, and fixed-term deposits to support their financial goals.
Choose to receive a share of the ongoing management fee or pass a fee reduction to clients.
Forge valuable relationships with accountants, lawyers, and other professionals to create a referral network that drives new business and recurring revenue.
Create a cash savings portfolio that aligns with your clients’ needs. Allocate funds across easy access, notice, and fixed-term deposits to support their financial goals.
Choose to receive a share of the ongoing management fee or pass a fee reduction to clients.
Forge valuable relationships with accountants, lawyers, and other professionals to create a referral network that drives new business and recurring revenue.
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.
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.
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
