Offer a better cash management service to your clients

A growing number of professional advisers are joining our Partnership Programme and offering Dynamic Cash Management to their clients. In addition to their clients enjoying the benefits of the service, professional advisers benefit too.

Dynamic Cash Management will enable you to:

Deepen existing relationships and manage a greater proportion of client assets
Enhance and compliment existing services to attract new clients and introducers
Remove the time cost of researching appropriate deposit accounts for clients

As one of our partners we provide to you tailored, co-branded, soft-copy marketing material (at no cost to yourselves) and, with your clients permission, on-line access to view their deposit portfolios in Dynamic Cash Management.

We are also pleased to offer the reassurance of a "no compete" agreement.

Click here to see our current indicative rates

Interested?

We would also like the opportunity to discuss this with you in more depth, and to answer any questions you may have. So, please call one of our team on 01748 825971 or click here to email us. We look forward to hearing from you.