Adviser Savings: More Time,
More Money, More Clients
Effortlessly manage a growing client list and maximise their returns on cash deposits with Velnoria.
Grow client savings with ease
Referring clients and managing their savings has never been easier. Each client application provides access to competitive rates from a wide range of FSCS-protected savings accounts from our partner banks. Say goodbye to repetitive applications.
Get client money moving
Use the deposit calculator to see the rate and return your client could achieve by distributing their cash while maximising their FSCS protection.
Building client cash on Velnoria
Strengthen client relationships
Deepen relationships with existing clients by helping them earn more and bringing held away cash under your view.
Put a stop to paperwork
Each client account provides access to all our savings providers, eliminating repetitive applications.
Gain complete clarity
Get complete oversight of your clients' cash assets, so you can provide more relevant and timely advice.
Effortlessly onboard clients
Referring or registering new clients can be done in minutes. Setup is just a few simple steps.
Flexible client management
Fully manage your clients' accounts or provide tailored access using the permission settings to meet their saving needs.
Savings support
Our dedicated support team is always ready to assist you and your clients with any issues or inquiries.
Strengthen client relationships
Deepen relationships with existing clients by helping them earn more and bringing held away cash under your view.
Put a stop to paperwork
Each client account provides access to all our savings providers, eliminating repetitive applications.
Gain complete clarity
Get complete oversight of your clients' cash assets, so you can provide more relevant and timely advice.
Effortlessly onboard clients
Referring or registering new clients can be done in minutes. Setup is just a few simple steps.
Flexible client management
Fully manage your clients' accounts or provide tailored access using the permission settings to meet their saving needs.
Savings support
Our dedicated support team is always ready to assist you and your clients with any issues or inquiries.
Client protection at every level
Protecting your clients' capital is paramount, which is why the Velnoria Holding Account and all our trusted partners are FSCS-protected, guaranteeing that deposits of up to £120,000 are always secure.
Security on Velnoria
Your account is protected by Velnoria's state-of-the-art bank-grade security infrastructure.
Yes, please get in touch to discuss.
The Velnoria platform does not support adviser charging, any charging arrangements will need to be dealt with directly with your client. Revenue sharing options are available via our white labelled solution only.
We currently do not support any integrations or valuation feeds into back office providers but this is on our roadmap for delivery in 2025.
FAQs
If you have any additional questions our team is ready to assist you.
Ready to get started?
Opening an account is quick and easy. Start earning great returns on your cash savings.
