Insignis Cash Solutions Integration

Planned

Addons / Integrations

danielhigginson

I have been given contact details for Plannr to make contact with Insignis Cash Solutions over a possible integration. Insignis make it easier for clients to manage a large number of cash deposits and work closely with Advisers. Details are as follows:
manjinder.gahir@insigniscash.com
Tel: 01223 200 674

2 years ago

lance_baron

I wondered if we could raise some interest on an Insignis valuation feed

7 months ago (edited)

gareth_at_plannr

marked this post as Planned

14 days ago

gareth_at_plannr

Good news! We're having some really interesting discussions with Insignis about integration so I'm confident this is something we'll be able to tap into soon!

14 days ago

Hi there 👋

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Insignis Cash Solutions Integration