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

3 years ago

lance_baron

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

a year ago (edited)

gareth_at_plannr

marked this post as Planned

4 months 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!

4 months ago

Hi there 👋

Changelog

Feedback

Insignis Cash Solutions Integration