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Intelliflo and Insignis Cash partner to improve cash management for advisers

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Skerritts buys Harrogate-based advice firm

Insignis Cash has partnered with Intelliflo to give advisers the option to offer a cash management solution to their clients.

This will mean advisers clients’ cash assets, alongside their investment portfolio, will all be in one place.

Insignis Cash was founded in 2017, and has partnered with over 45 banks and institutions.

Intelliflo’s community of 30,000 advisers can now access more than 3,500 products, allowing them to distribute their clients’ cash across multiple accounts.

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This month, advisers will be able to access “key features” of Insignis Cash’s Partner Portal through two bespoke applications that integrate Insignis Cash into the Intelliflo office ecosystem.

This will allow advisers to manage their clients’ cash solutions within the Intelliflo Adviser Workplace without needing to switch platforms.

Insignis Cash CEO and co-founder Giles Hutson, said: “The rollout of our instant quotes and Bulk Valuations apps marks an important step in our strategic partnership with intelliflo.

“By radically reducing friction and risk and opening up access to best-in-market savings products, we believe we can help the adviser community deliver tangible value and service excellence to their clients while driving efficiency in their day-to-day operations.”

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Intelliflo CEO Nick Eatock added: “We’re pleased to partner with Insignis Cash, making it easier for advisers to manage their clients’ cash alongside their investments.

“For advice firms relying on multiple systems, deep integrations make a huge difference in efficiency.

“Fragmented technology continues to be a challenge for the adviser community, and we are committed to playing our part in improving advice processes.

“Our partnership with Insignis Cash delivers on that promise and aligns with our shared vision to bring simplicity to the complex world of financial services.”

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