Bringing your clients cash into intelliflo
Did you know that for existing partners with clients on our platform, it has never been easier to bring their cash holding valuations into Intelliflo?
Our Bulk Valuations app provides Financial Advisers with daily valuations of their clients cash holdings.
Get started: Insignis - Bulk Valuations
A straight forward service that will save you time
How it Works?
- Download Insignis - Bulk Valuations from the IO store
- Add the Insignis plan using the client's unique Insignis reference.
- Data is received into intelliflo every weekday at 6.30pm for all your clients' holdings on the Insignis platform.
Increase efficency with ease
1. Navigating to the "Adviser Workplace" section and select the client whose funds you wish to view.
2. Select plans from the navigation menu and open the Insignis plan.
3. Click on the "Funds/Holdings" tab within the Insignis plan to view the breakdown of your clients cash holdings.
Insignis intelliflo Policy numbers
The policy number consists of the currency of the account (GBP, EUR, USD) followed by the client's unique Insignis reference.
An example is your client Susan Returns, who holds a sterling account with Insignis. Susan's unique client reference is RETSAA. Therefore, the policy number would be GBPRETSAA.
The policy number for a client that has an Insignis cash ISA account consists of the product code, ISA, follow by the client's unique Insignis reference and the currency code GBP.
An example is your client Susan Returns, who holds a cash ISA account with Insignis. The policy number will be ISARETSAAGBP.
To assist you in getting started we have created a template to help you generate your clients Insignis policy numbers.
Insignis - Instant Quotes
Our Instant Quotes app offers both new and existing financial advisers seamless access to our Instant Illustrator. Through integrating this feature into the Intelliflo Adviser Workplace, advisers can generate personalised quotes for their clients’ cash assets in seconds, all within the platform.
Leveraging real-time interest rates from the Insignis platform, our Instant Illustrator swiftly calculates potential returns on clients’ cash savings, while also optimising their eligibility for FSCS protection. With just two clicks, you can send the personalised quote directly to your clients’ Personal Finance Portal (PFP).
