Top rates for your clients

Smart deposit management with Akoni’s adviser portal.

Akoni’s leading savings technology simplifies cash management, giving advisers clear oversight to instruct, track, and manage client deposits. With a single sign-up, you and your clients access multiple banks, top rates, and diverse products.

Range of providers

Some of our partner banks

Know that your cash is well-protected with our banking partners.

Cash Management for Advisors

Akoni's award-winning platform makes booking top market rates effortless, helping you grow your assets across Individual Savings, Business, Charity, Power of Attorney, SIPPs & SSAS deposits. Clients' funds are securely protected under FSCS* rules—up to £85,000 per institution (£170,000 for joint accounts) and £1M for higher temporary balances.

Advisor features

Partnering with Akoni

Access a personal adviser portal or launch a branded white-label service with our Advisor Partnership program. Explore Akoni’s partnership benefits below

Advisor portal

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    360 view of client cash
    Easily view and manage client cash positions across multiple banks in real time with fast switching between savings options and investments.
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    Adaptable to how you work with your clients
    Offer a self-service cash management solution to your clients, or execute on a fully managed basis as part of your wider advice proposition.
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    24/7 access to our Advisor Resource Center
    Explore our Advisor Resource Center for expert guides, documentation, and key resources, including Solicitor Accounts, Power of Attorney, Trust Funds, SIPPs, and Pension Funds.

Partner support

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    Customer Service Excellence
    Our client success team and your account manager will work closely with you and your clients to help maximise value.
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    Marketing and service collateral
    We share detailed marketing, service and bespoke collateral with you, such as rate advice and market reports that you can distribute to your firm or clients.
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    Training and guidance
    We provide an extensive rollout programme for the Akoni cash service, including training, orientation and detailed guides for all your staff.
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    Personalised to you
    We are happy to discuss and support specific proposition requirements for your business.

White label

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    No cost white label
    No matter your firm's size, our team can swiftly roll out Akoni's leading cash and savings dashboard as a branded white-label platform at no extra cost to you.
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    Advisor portal access for your entire firm
    Gain instant, full access to our Advisor Portal and Advisor Resource Center for your entire team of advisors and paraplanners, with supporting documentation, detailed guides, and marketing collateral.
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    APIs and Integrations
    Integrate seamlessly with back-office systems using our advanced API suite, enabling deeper integrations for reporting and client use cases.

Why choose Akoni?

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Highly competitive interest rates

Akoni’s leading cash savings platform technology could help you improve your client’s cash position. We know that as a financial advisor you want to make every cash deposit work as hard as possible. With one simple online account opening process, you can switch easily between our savings products.

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Better diversification, less risk

By distributing your client's cash across multiple banks using Akoni's hub account feature, you maximise FSCS protection without the hassle of managing several accounts. We're FCA-regulated and use Fitch Implied Ratings (FIR) to tailor bank selections to your preferences.

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Less admin

Opening an account is quick and easy. Our simple sign-up process means you only fill out one set of forms online - that’s it. No more red tape, even when you plan to move your client’s cash from one provider to another.

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Liquidity analysis at your fingertips

Our 12-month liquidity profile, funds snapshot, and risk allocation tools let you track, analyse, compare and effectively manage your client’s cash deposits straight from our simple platform, no matter which of our partner banks holds their cash.

Your cash savings brochure

Easily set up and manage deposits for individuals, businesses, charities and non-profit organisations.

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Contact us

Get in touch

Whether you’re looking to book a demo of our platform or have questions about how Akoni Cash Management can support your business, we’re here to help.

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