What is 360 Lifecycle?

360 Lifecycle is a new generation Client Management System

The Intrinsic Group are now in partnership with 360 Lifecycle, a modern powerful Client Management System (CMS) that is integrated with Intrinsic Point of Sale, providing you with a complete end-to-end system.

At its heart, 360 Lifecycle is driven by sales opportunities through a 'Hotbox', and provides superb client servicing, diary management and a servicing audit trail. It is hosted on the Microsoft Azure (cloud) platform, making it a modern cost-effective system that is easy to deploy and use.

A number of Intrinsic firms have already implemented the system, which is working well and receiving very positive feedback. We are confident this is the right system for the Intrinsic Group adviser, and if you are not currently using CMS or you are looking to replace your existing system, please look at 360 Lifecycle.

We are pleased to announce Intrinsic will provide 360 Lifecycle on a subsidised basis paid monthly as a deduction through your firm commission account.

Interested?

To find out more, or to arrange a demo, please email 360lifecycle@intrinsicfs.com or call the Intrinsic IT Service Desk on 01793 647499.

You can also find out more about the system by going to www.360lifecycle.co.uk

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