Solution introduction

Our Investment Platform now incorporates a Cash Platform service - allowing your clients to benefit from the best deposit rates available from the whole savings market, without the hassle of opening multiple accounts.

This gives you seamless access into the cash management service provided by our partners at Insignis Cash Solutions. This active management of cash deposits means getting better returns for your clients’ cash.

And, integration with the Investment Platform enables clients to view the whole of their Savings and Investments in a single set of reports.  For managers, it means you can make informed choices on the deployment of assets via this holistic view of client wealth.

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