Quilter’s award-winning CashHub
 
 
 
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Maximise client cash effortlessly with the CashHub

Dear

We know that managing cash effectively is a key part of delivering holistic financial advice, and with Quilter’s award-winning CashHub, you can now offer a smarter, more efficient savings solution to an even broader range of clients.

The CashHub is more than just an online marketplace of savings accounts. It gives you and your clients access to a range of competitive interest rates, all in one place, with the flexibility to move money easily between accounts as rates or life circumstances change. Whether accessed online or via Quilter’s mobile app, clients can track and manage their savings with ease, while you retain full visibility and control through Quilter’s platform.

Why advisers are choosing the CashHub:

  • It demonstrates value: The CashHub helps you show clients the full picture of their wealth, including cash holdings - often overlooked in traditional planning.

  • It helps save time: No more chasing rates or managing multiple accounts. Everything is in one place.

  • There are no fees: Clients pay no fees on their CashHub holdings.

  • It has great cost benefits: Savings in the CashHub could help to reduce your client’s overall platform charge. They could also qualify for our family linking discount, helping to reduce platform charges across all linked family members’ investments. 

Now available to more clients than ever before:

  • Individuals
  • Joint account holders
  • Corporate clients
  • Trusts
  • Charities

Whether your client has inherited money, is holding substantial tax-free cash, or is preparing for a large tax bill, the CashHub offers a flexible and competitive home for their cash savings.

For more information, visit CashHub | Quilter

Or reach out to a Quilter expert near you:

Meet Quilter's Platform teams | Quilter

Kind Regards

 

Derek Bradley, CEO
Panacea Adviser
www.panaceaadviser.com

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