Cash is at the Heart of all Financial Planning

How the Platform Works

The majority of people do not know how to maximise the value of their cash deposits.

Our platform enables people to find out how much they could be earning, and to find the most suitable accounts required to deliver maximum value, based upon the following 4 principles:

"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"

  • Only retain the amount of money required to cover requirements for the next 12 months on Instant Access
  • Build a portfolio of Fixed Term Deposits with the balance remaining after the initial 12 month requirements have been provided
  • Select the accounts that pay the highest rates of interest
  • Protect all money with the Financial Services Compensation Scheme

"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 select the best accounts to suit your client's needs.

"The best way to see how
the System works is to unndertake
our 30 Day Free Trial (Professional Advisers only)"