Adviser

More time.
More money.
For more clients.

Effortlessly manage a growing client list and maximise their returns on cash deposits with Bondsmith.

FSCS protection on eligible deposits
Bank-grade security

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.

Deposit Amount
£40,000
Yearly Earning Potential
National Savings Avg.* | 2.21%
£147.24
With Bondsmith earn up to 4.70% AER
£1,764.00
Additional Savings Earned
£1,616.76

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.

*Bank of England statistics, Accurate as at November 2024

Building client cash on Bondsmith

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 Bondsmith Holding Account and all our trusted partners are FSCS-protected, guaranteeing that deposits of up to £85,000 are always secure.

Security on Bondsmith

Your account is protected by Bondsmith's state-of-the-art bank-grade security infrastructure.

End-to-end encryption
Multi-factor authentication
ISO 27001 compliant
Authorised by the FCA
Does Bondsmith offer white labelling?

Yes, please get in touch to discuss.

Does Bondsmith offer revenue sharing or adviser charging?

The Bondsmith 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.

Do you integrate with my preferred back office provider?

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.

See Bondsmith in action

Book a demo today and discover how Bondsmith can take your clients’ saving potential to the next level.

Ready to get started?

Opening an account is quick and easy. Start earning great returns on your cash savings.