Intrinsic implements IRESS XPLAN

Intrinsic recently integrated more than 200 advisers formerly with the Sesame network. The network says the unified technology platform of XPLAN will support the continuation of its strategic growth initiatives, providing opportunities for scaled efficiency and effective compliance oversight.

XPLAN’s end to end processing will enable efficiency savings for advisers, enabling them to digitally engage with clients through the XPLAN Touch mobile app, allowing clients to access portfolio information, self-update personal details and securely message their adviser.

Simon Badley, IRESS Managing Director, said:

“IRESS and Intrinsic have a strong relationship, based on a working partnership of some ten years and a close alignment of values. It is tremendously exciting to see this partnership progress to a new phase with the roll out of XPLAN to every adviser across the Intrinsic network following the conclusion of a successful pilot scheme across a range of small and large member firms.

“Having the right technology in place is central to any successful business model and never more so than for today’s adviser network, where a differentiated service can deliver real benefits for users. XPLAN will help build greater efficiencies within business processes and aid Intrinsic in making the transformational change they are looking to achieve for their advisers. We are committed to providing and implementing smart solutions that match the diverse and evolving needs of wealth and advice companies, whatever their size or structure.”

Steve Burke, Operations Director, Intrinsic, added:

“One of our key goals to support our business growth is to make sure that our technology solution is flexible and can evolve as we do, and XPLAN’s offering will be transformational for the business. We’re confident that the solution’s functionality will streamline processes and boost our bottom line, and we are looking forward to continuing our long-term relationship with IRESS.”