Solutions for Wealth Advisers


Flagstone is an efficient cash management solution that enables you to help your clients earn more interest from cash within their portfolios. You will already know that there are some attractive interest rates available on deposit accounts, but it’s likely that the time and effort required to discover the best rates, conduct background research and then open numerous accounts, is unmanageable on a larger scale.

Flagstone allows you to quickly and easily access hundreds of deposit accounts at the click of a button. It’s a simple way to add value to your offering, strengthen your client relationships and most importantly, increase your clients’ ROI.

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HOW CAN FLAGSTONE HELP?

tick Better returns on investments

On average Flagstone clients increase the interest earned on cash by between 2-5 times.

tick Say goodbye to paperwork

Deposit account opening is paperless after the initial set up.

tick No more waiting around

Account opening turnaround times are typically 2 days, so your clients can earn interest more quickly.

tick Free of charge

Flagstone is free for wealth advisers to use with no limit on how many clients you add.

tick White label the platform

Need a solution with your own branding? The Flagstone platform is available to wealth managers as a white label solution.

tick Offset your fees

By helping your clients to increase the interest income on cash in their portfolio, you can offset your overall advice fee.

tick Acquire and retain clients

A comprehensive cash management tool will help you attract new clients and retain the clients you already have.

tick View comprehensive risk return data

You can match accounts to your clients’ unique investment criteria.

tick Gain an insight into your clients’ cash holdings

The Flagstone user dashboard gives you greater visibility on your clients’ cash investments.

tick Access comprehensive reporting

Flagstone gives you secure access 24/7 to detailed records and reporting on all deposits, so you can easily pull up a report on each client’s portfolio.

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HOW IT WORKS

One Set your client’s investment criteria

Set your client’s unique liquidity needs, risk profile and currency preferences.

Two Browse accounts

Browse accounts from a range of our banking partners that match the client’s investment criteria.

Three View returns and risk data

View risk information on each of our banking partners in a convenient format that shows the unit of return per unit of risk on any specific deposit.

Four Select and execute

Highlight the deposit accounts your client wants and click to place them into their portfolio. When you and your client are happy with your selections, click Submit and Flagstone will automatically execute on your behalf.

Five Reporting

View all client deposits at a glance with 24/7 secure online access.

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If you think this might be something your clients would be interested in, why not send them our information sheet?

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