Unlock the power of Insignis Cash with moneyinfo
If you are one of the many advisers allocating a proportion of cash to your client portfolios, you may be interested in moneyinfo’s integration with Insignis Cash. The use of cash in your client portfolios may be more relevant now than ever before; read on to find out why, and how you can utilise it using moneyinfo with Insignis Cash.
Over the years, the financial markets have seen periods of relative stability, like the steady stock growth of the 1990s when tech stocks surged consistently. However, today’s financial landscape is far more unpredictable. This heightened volatility has driven many clients to seek the stability and liquidity that cash offers, making it a crucial asset in wealth management strategies.
Unlike the fluctuating nature of stocks and other assets, cash provides an essential layer of stability, allowing clients to take advantage of new financial options or manage unexpected expenses. Cash is an essential part of a well-diversified portfolio, offering peace of mind alongside more volatile investments.
Whether you’re an existing moneyinfo user or new to our platform, the integration of Insignis Cash into your portfolio reporting offers a seamless, efficient way to manage your clients’ cash holdings while delivering enhanced returns and diversifying risk.
Insignis Cash’s platform has integrated with over 45 deposit takers enabling your clients to access more than 3,500 savings products through one application process and a single hub account. This service helps financial advisers to ensure their clients’ cash portfolios are working as hard as possible for them, in line with their financial goals.
What can Insignis Cash do for your clients?
Insignis Cash offers more than 26 client types including personal and joint, corporates, charities, trusts, power of attorney, court of protection, SIPPs, SSASs, giving you a range of cash savings options to consider.
You can diversify your clients’ cash portfolios with ease using Insignis Cash. The wealth of options allows you to balance liquidity, risk, and return, ensuring your clients’ cash holdings are optimised.
This means that your clients’ cash balances can be distributed across a variety of accounts to diversify risk and optimise returns.
How Insignis Cash and moneyinfo work together
With moneyinfo’s integration with Insignis Cash, efficiencies in time and effort can be found.
Cash management has traditionally been a time-consuming task for financial advisers, with advisers manually managing and checking cash portfolios.
Insignis Cash and moneyinfo have come together to offer advisers daily balances on their clients’ cash holdings to better track and map their assets.
This integration eliminates repetitive tasks and frees up valuable time for you to focus on what matters most: delivering personal, relationship-based advice and service.
By integrating Insignis Cash into your moneyinfo platform, you benefit from a single, streamlined process that consolidates your clients' data across multiple accounts and institutions. With Insignis Cash’s Bulk Valuations feature, advisers can access daily updates on their clients’ cash holdings, providing up-to-date insights and enabling more accurate cash flow modelling and decision-making.
The wide range of account types supported, whether individual, corporate, or trust, means that you can meet the needs of each client with confidence, ensuring their cash assets are diversified and working as efficiently as possible.
Today’s decision is tomorrow’s win
As market conditions continue to shift due to inflation, changing interest rates, and economic uncertainties, waiting to act could lead to missed opportunities for securing enhanced returns.
Already using moneyinfo? Get in touch with our support team to activate your Insignis Cash integration today and start delivering enhanced value to your clients.
New to moneyinfo? Let’s talk. Book a demo and discover how we can transform your wealth management process and unlock your peak performance.
