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Independent financial advisors

Make client cash work smarter—all in one place

Help clients make the most of their cash with access to top bank rates, seamless management tools, and full visibility, all in one place.

Get in touch
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Cash managment

Access FSCS protected banks and leading rates, all managed through one simple dashboard.

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Offshore bonds

Offer global investments with easy onboarding and full portfolio control, everything managed in one place.

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Client management

Manage clients, track sales, and handle invoicing, all from one CRM built for IFAs.

Savings

Cash management

Place client funds with leading banks for security and diversification, while offering access to interest bearing, competitive rates across savings and deposits. Manage everything effortlessly through a user-friendly dashboard for smooth servicing and reporting.

Bonds

Offshore bonds

Give your clients access to global investment opportunities with a streamlined application process and powerful portfolio management tools.

Easy Application
Save time with simple, digital onboarding for offshore investments.
Diverse Investment Options
Offer global portfolios built for tax efficiency and long-term growth.
Manage through Dashboard
Get full portfolio visibility with real-time tracking and insights, all in one place.

Client management

Manage every client interaction, opportunity, and financial detail from a single, intuitive platform built for independent advisors.

Platform
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CRM Built for IFAs
Organise client data, track interactions, and manage communications in one central hub.
Sales Pipelines
Monitor client journeys from lead to onboarding with customisable pipelines that keep you on track and in control.
Higher Earnings
Generate, send, and manage invoices directly through your dashboard, cutting admin and improving cash flow.

Ready to join our IFA network or just want to know more, please contact:

Andy Waring
Director of Intermediary Relations