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Cash Management Platform

How to make cash work harder

Many people and businesses have accumulated substantial amount of cash in their bank accounts, they may be looking at how to make the most of it. Cash is an important part of any financial plan, as it provides liquidity, security and flexibility. However, cash also has some drawbacks, such as low interest rates, inflation risk and exposure to bank failures. A cash management platform can be used to overcome these challenges and optimise cash returns.

How We Help

A cash management platform is a service that provides access to multiple bank accounts from one online portal. By using a cash management platform, it is easy to compare and switch between different banks and products, such as savings accounts, fixed-term deposits and notice accounts. The platform can also diversify cash across different banks and currencies, reducing exposure to any single institution or market. A cash management platform can help maximise interest income, minimise fees and charges, and simplify administration and reporting.

At Aquila, we have partnered with Insignis Cash Solutions, one of the leading providers of cash management platforms in the UK. Insignis Cash Solutions offers the following advantages to clients:

Access to a wide range of banks and products, including some exclusive rates and terms that are not available on the high street.
Full protection under the Financial Services Compensation Scheme (FSCS), which covers up to £85,000 per person per bank.
Easy and secure online access to the cash portfolio, with one login, one statement and one tax certificate.

How to get started?

If you are in using a cash management platform through Insignis Cash Solutions, we would be delighted to discuss this with them as part of an overall financial review (we generally do not offer this as a standalone service). We can help assess your cash needs and objectives and recommend the best cash strategy for you. We can also assist you with the account opening process, which is simple and straightforward.

To find out more, please get in touch.

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