Month: July 2020

  • Moneyinfo and Insignis Cash Management tie-up offers clients live access to cash balances for the first time. 

    Moneyinfo and Insignis Cash Management tie-up offers clients live access to cash balances for the first time. 

      Moneyinfo and Insignis Cash Management tie-up offers clients live access to cash balances for the first time.  Moneyinfo, the client portal and mobile app provider for advisers’ and wealth managers, is now offering live access to active cash balances managed on the Insignis Cash Management platform. This will be the first time actively managed cash balances can be displayed via…

  • Insignis: PAM Award Winners 2020

    Insignis: PAM Award Winners 2020

    We are delighted to announce that Insignis Cash Solutions has been awarded the prestigious accolade of Winners of the PAM award 2020 in their Digital Wealth Solution category.  This award recognises the quality and innovation of Insignis as well as the necessity of a cash service in the current market.  Our service diversifies, protects, and enhances cash funds, which your clients may find essential as part of their overall portfolios.…

  • Opening doors with cash solutions

    Opening doors with cash solutions

    Cash can be a great door-opener for new business, and many solicitor client circumstances start with cash, so having Insignis as part of the wider portfolio can win clients when your service is compared to other providers. Mr Brunel runs BWL Finance, an IFA practice with several advisors, the company has a two year plan…