N4 were the first technology partner selected by Intrinsic, the new multi tie proposition being launched by Lord Leitch. The complete solution has been assembled to create a technology offering for advisers.
The N4 implementation covers all the associated financial planning need areas, from life protection through to estate planning - from initial appraisal to detailed need analysis and solution shaping integrating with Officeweb and Xweb from the Exchange; as well as supporting full multi provider mortgage advice through integration with the Trigold Mortgage Sourcing Platform.
The solution is to be hosted by Agilysis; a Netdecisions company. The implementation also includes comprehensive disconnected laptop operations allowing complete mobile support for Intrinsic’s Advisers.
Commenting on the partnership, Intrinsic’s chief executive, Kevin Ronaldson, said: “We chose N4 because they have a unique combination of extensive domain knowledge across mortgage and financial planning sales, plus proven out of the box product. The offering is just so much broader than their competition. N4 is all about product and expertise, the underlying architecture of the N4 product set means we have a genuine strategic partner not just in business function terms but also in technology terms. They have proved their expertise in both areas.”
Referring to the Intrinsic partnership, Steve Jones, chief executive of
N4Solutions, said: “We are very pleased to be the primary technology partner for Intrinsic, an exciting new business. We have been working with them for some time in putting the whole solution together and we look forward to supporting them as they become a major force in the UK financial services industry. Our selection by Intrinsic is further evidence of our emergence as the leading strategic point of sale partner in the UK.”
