Insignis Cash becomes the first cash management service to integrate with intelliflo office, providing advisers with instant client quotes, real-time savings rates and bulk valuations, all in one place.
The partnership is the first of its kind to give intelliflo’s adviser community the ability to offer a cash management solution to their clients while giving them full visibility of their clients’ cash assets alongside their investment portfolio, all in one place.
Since our founding in 2017, we’ve partnered with over 45 banks and institutions, enabling financial advisers and firms to diversify risk and optimise returns for their clients through our award-winning cash savings platform. From a single hub account, advisers can access more than 3,500 products, allowing them to distribute their clients’ cash across multiple accounts.
Starting this month, intelliflo’s network of 30,000 advisers will be able to access key features of our Partner Portal through two bespoke applications that integrate Insignis Cash into the intelliflo office ecosystem. Once downloaded, advisers can seamlessly manage their clients’ cash solutions right 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, diversifying risk and opening up access to exclusive 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.”
Nick Eatock, CEO at intelliflo, said: “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.”
About intelliflo
intelliflo widens access to financial advice through leading technology which powers the financial advisory experience. We use open software architectures combined with unmatched industry experience to simplify a complex digital landscape to help advisors compete and grow. Our solutions support over 30,000 financial advisors worldwide, representing over three million end-investors, with over $1 trillion advised across our platforms.
Insignis Cash's intelliflo integrations are available to advisers and firms who are registered with Insignis Cash and non-registered advisers alike. Click to find out more, or visit intelliflo’s app store to download the Insignis Cash Instant Quotes and Bulk Valuations apps.