Our latest intelliflo integration
We are excited to announce our latest partnership with Intelliflo and the launch of our brand-new app: Insignis Cash – Instant Quotes.
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Create personalised quotes in just a few seconds
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 Cash 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).
A straight forward service that will save you time
How it Works?
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- Download Insignis Cash - Instant Quotes from the IO store
- Find and select the client in which you would like to generate a quote for
- Under client actions, click "Launch Insignis Instant Illustrator"
- Generate your instant quote
- Share with your client directly via their documents section by clicking "Upload to intelliflo"
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1. Launch the illustrator from the client's profile by clicking "Launch Insignis Illustrator" under Client Actions.
2. Select the account type, fee structure and how you would like to prioritise the allocation of funds. Enter the desired deposit amounts for each term. Once ready, click "Generate Illustration".
3. Send the personalised quote to your client by clicking "Upload to Intelliflo"
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Bring your clients cash into your Intelliflo Adviser Workplace
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? With our Bulk Valuations app, you can view your clients' Insignis Cash holdings directly within the Intelliflo Adviser Workplace. Our daily valuations can help you map your clients’ cash flow modelling.
For more details, refer to our comprehensive guide to seamlessly integrate your Intelliflo applications with Insignis Cash.
Simplifying Cash Management
These integrations further support our commitment to making cash management simple. By partnering with intelliflo, we aim to provide financial advisers with the tools they need to offer comprehensive, streamlined, and effective advice to their clients.
If intelliflo is not the back office platform you use, let us know what back office system you would like us to integrate with next. We are dedicated to making our services accessible and beneficial for all financial advisers, and your feedback is invaluable to us.