Technology that drives your business
Depending on your specialism, as a partner you’ll gain instant access to Intrinsic's bespoke technology, enabling you to process business with accuracy and ease. From a CRM system based on growing productivity to our online portfolio management tool Consolidate, we equip you with the technology you need to deliver exceptional service while increasing your revenues.
Technology that supports your business
Point of sale and back office — one fully integrated system for all. Simple, flexible, portable and compliant
- Integrated Trigold for Mortgage sourcing/KFI
- Integrated Exchange for product comparison/KFI
- Integrated ATR Profiling powered by Barrie & Hibbert
- Integrated Suitability Report writing tool
- Worksmart supports your professional development by capturing all the necessary sales and compliance data
- Officeweb provides you with an array of management and financial information to help you run your business more effectively
- Lifecycle 360 CRM system — our fully integrated client management system will help you keep track of your marketing activity, deliver first-class service to your clients and identify further sales opportunities
- Consolidate — our white-label Wrap platform enables you to see all of your client's investments and pensions in one place and help them make informed decisions about their investments.
Financial Management Advice
If you offer Financial Management Advice and would like to be a part of Intrinsic, then please do not hesitate to contact us.
To find out more about a partnership with us get in touch »