Insignis Cash is an online cash management platform built with Financial Advisers in mind.
Being able to recommend specific products that best suit your clients’ needs is crucial. With more than 3,500 products across 26 different client types, our award-winning platform enables you to consistently offer your clientele bespoke and competitive cash solutions.
From one single sign-up, your clients gain access to saving products of 40+ Banks and Building Societies, from Easy Access to 5-year Fixed Term products. This allows you to secure your clients’ cash and capitalise on liquidity events, such as the sale of a business or property, a divorce settlement, or an inheritance.
Because our platform enables your clients to explore ways to diversify where they hold their cash, you can offer them extra protection.
Insignis Cash is committed to providing Financial Advisers with the best solutions for their clients’ cash management needs.
Market-leading rates
Our platform gives you and your clients constant access to competitive and some exclusive rates across a variety of savings accounts.
Ownership of client relationship
Commitment from ourselves and the banking panel to never cross-sell to your clients, so you can continue to nurture the relationship you have with your clients.
Tailored solution
Option to fully manage your clients’ cash savings with the online “authority to transact” or oversee their portfolio.
Flexible fees
You can choose between earning a share of the ongoing management fee or passing a fee discount onto your clients – the choice is up to you.
Better visibility
Holistic view of your clients’ cash assets; supporting you to further build their wealth.
Online resource centre
Direct access to instant illustrations, guides, and marketing collateral to onboard clients.
Top Rates
See how much your clients could be earning today
Easy access
5.00%
6 Month Fixed Term
5.60%
1 Year Fixed Term
6.00%
Rates are correct on the Insignis Cash Platform as of 22 Sep 2023. Rates are subject to a minimum and maximum deposit size. Availability of product will vary depending on the client type.
How it works - A straightforward service that will save you time
Attract new clients and enhance your proposition by offering the Insignis Cash Management solution.
Become a partner
Open an account for your clients, at no cost
Access savings products from 40+ Banks and Building Societies
Place, withdraw, and re-invest funds as often as required
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.
John Baxter True Wealth Group
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.
Executive Advisory Services
The Insignis Cash team is absolutely brilliant. I would describe the Client Services team as superstars!
Chadwicks IFA
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!
Become a partner
Join the 11,500+ UK Financial Advisers who trust Insignis Cash to manage their clients' cash.
