Insignis
When your clients are holding significant cash reserves, whether within a business, trust, charity or personally, they’ll often look to you for guidance. But keeping track of savings rates, opening accounts with multiple banks and managing maturities can quickly become another administrative burden for both you and your client.
Insignis works with accountancy firms to take that complexity away. Through one application, your clients can access thousands of savings products from 55+ banks and building societies, helping them earn competitive rates, diversify their deposits and optimise FSCS protection where eligible.
For accountants, it’s an opportunity to add another valuable conversation to your client relationships without becoming a cash management specialist yourself. Insignis provides the platform and UK-based support team, while your clients retain full visibility and control over their money. Consolidated reporting also brings interest earned across multiple accounts into one place, helping to simplify year-end reporting and compliance.
And it isn’t just straightforward business accounts. Insignis supports many different account types and specialist arrangements, including SMEs and larger corporates, trusts, charities, schools, SIPPs and SSASs, Powers of Attorney, Court of Protection arrangements, and personal and joint accounts.
Whether your client has surplus working capital, proceeds from a business sale or simply cash that could be working harder, Insignis can help you turn a conversation about cash into another way to demonstrate value.
Find out how Insignis can support you and your clients. Contact: info@tagcommunity.co.uk
