The system from the London-based high net worth brokerage will allow users to track individual introduced cases keeping them in full control of their client and allowing them to provide ongoing and regular updates.
The referral system is being overseen by Enness’ corporate relationship manager Jaime Harris.
Hugh Wade-Jones, director of Enness, said: “Following on from the launch of our referral service we can now offer our introducers access to the Enness Introducers online system.
“The system has been designed to keep introducers fully in control of their client relationships and to provide up to the minute information on how a case is progressing.
“One of the key concerns for those introducing to a specialist like ourselves is how they will be kept in the loop and, for us, Enness Introducers provides that peace of mind and much more.”
Wade-Jones added that not only could individual advisers or wealth managers track their cases but the system also allows managers and heads of department to view all the ongoing deals that had been introduced by those under their charge.
He said: “With this system users can be fully conversant with an ongoing case with just a few clicks of their mouse.
“We certainly believe that Enness Introducers is a significant system for those seeking to introduce to a high net worth/large loan specialist and, coupled with our experience and understanding of this market, we feel this is another major reason for using Enness in this sector.”
