Adviser fintech and back office provider Intelliflo has linked with cash savings platform Insignis Cash to offer advisers a cash management solution to their clients.

Advisers will be offered instant client quotes, real-time savings rates and bulk valuations through the tie-up.

The partnership will allow Intelliflo’s 30,000 adviser community to offer a cash management solution to clients while giving advisers full visibility of their clients’ cash assets alongside their investment portfolio.

Through the Intelliflo office suite, advisers will be able to access more than 3,500 products, allowing them to distribute their clients’ cash across multiple accounts.

Insignis Cash chief executive and co-founder Giles Hutson said: “The rollout of our instant quotes and bulk valuations apps marks an important step in our strategic partnership with Intelliflo.

“By radically reducing friction and risk and opening up access to best-in-market savings products, we believe we can help the adviser community deliver tangible value and service excellence to their clients while driving efficiency in their day-to-day operations.”

Nick Eatock, chief executive at Intelliflo, said: “For advice firms relying on multiple systems, deep integrations make a huge difference in efficiency. Fragmented technology continues to be a challenge for the adviser community, and we are committed to playing our part in improving advice processes.

“Our partnership with Insignis Cash delivers on that promise.”

Insignis Cash’s Intelliflo integrations are available to registered and non-registered advisers and firms.

Insignis Cash was founded in 2017 and has since partnered with more than 45 banks and institutions.

In June Intelliflo added a behavioural finance app Called Investor Compass to its office suite.

Also in June Intelliflo linked with fintech firm Aveni to launch an integrated generative AI service in its suite.