Rethink cash’s potential...
before your client rethinks yours.

Get a clear overview of your clients’ savings and strategically diversify their cash to access higher interest rates while optimising FSCS coverage.

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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.

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 over 50 banks.

Introduce your clients to the forever cash ISA

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

See how much interest your clients’ cash could earn in a year

100,000
10,000,000
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Deposit amount
£1,600,000
Estimated annual interest earned
£74,560

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 50 selected banks and building societies.

REQUEST A BESPOKE ILLUSTRATION

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.

unlock bespoke illustration

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

Create tailored cash savings portfolios

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.

Explore flexible fee-sharing options

Choose to receive a share of the ongoing management fee or pass a fee reduction to clients.

Enhance your professional networks

Forge valuable relationships with accountants, lawyers, and other professionals to create a referral network that drives new business and recurring revenue.

Create tailored cash savings portfolios

Explore flexible fee-sharing options

Enhance your professional networks

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.

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.

PARTNER WITH US

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