Our platform enables financial advisers to:
In short, our system enables financial advisers to take FULL CONTROL of their clients finances.
"The savings accounts offered by 'UK based banks and buildings societies' are reviewed every 30 minutes to continually identify the best savings accounts to be used within the system"
The 4 basic principles for managing cash are:
"The system automatically builds the most effective portfolio of savings accounts to meet your clients' requirements"
When the client's requirements for cash are understood, simply enter the amounts held on deposit into the system and the system will automatically build the best portfolio of savings accounts that suit your client's needs.