• Intelligent Partnership (IP) agrees 12 month deal to promote industry reports and masterclasses to Matrix Solutions adviser database
  • Matrix Solutions to support Growth Investor Awards & Alternative Investment Summit as Market Intelligence Partner

Intelligent Partnership (IP), the UK’s leading provider of research and education on alternative investments, has announced an agreement with Matrix Solutions, an industry-leading data owner and business intelligence agency for the financial sector, to promote IP’s year-long programme of research, education and events content to its extensive national database of financial intermediaries and investors.

Guy Tolhurst, IP’s Managing Director, commented: “We constantly strive to be more than the sum of our parts at Intelligent Partnership, and we achieve this by collaborating with the best partners in the industry. This agreement with Matrix Solutions substantially increases our reach and will bring us closer to achieving our ambitious plan to educate the entire UK advisory community in all aspects of alternative investments.”

Under the terms of the agreement, Matrix Solutions will be the official Market Intelligence Partner for Intelligent Partnership – supporting its award-winning Alternative Investment Report Series with adviser and investor analysis and surveys as well as joint promotion of IP’s associated Masterclasses.

David Lovell, Client Services Director of Matrix Solutions, commented: “At a time when intermediaries are looking for ways to differentiate themselves, offer new services to clients, and find new revenue streams, this agreement with Intelligent Partnership will help us add value for our community of advisers in all regions of the UK by providing them with access to independent, in-depth and CPD accredited research and education on the full range of alternative investments.”

Matrix Solutions will support IP’s Alternative Investment Summit as Market Intelligence Partner, with an affiliate discount to all those who register through its channels. The Summit, which will take place at the Royal Institute of British Architects (RIBA) on 22 October, is designed around themes including tax efficient, alternative finance, real assets, social impact and structured products – with a speaker programme featuring over 30 thought-leaders.

Matrix Solutions will also support the Growth Investor Awards as sponsor of the Growth Investor of the Year – which recognises the investment manager that has demonstrated the best impact on an investee company, the most innovation in product development, and the greatest engagement of advisers. Judging for this award will include an online adviser vote to determine the overall winner.

Guy Tolhurst concluded by saying: “Following our recently announced partnership with Incisive Media, which also works with Matrix Solutions, this collaboration perfectly complements are growing programme of content to engage the industry.”

ENDS

Notes for Editors

About Intelligent Partnership

As the UK’s leading curator of education and insights on alternative investments, Intelligent Partnership increases awareness and engagement amongst intermediaries, providing them with the tools and information to speak knowledgeably with their clients about a broader range of investment options. Insights are delivered year-round through a programme of content that includes award-winning* digital and printed reports, video content, and live events – which are accredited for Continuing Professional Development (CPD) by the Chartered Insurance Institute (CII), Institute of Financial Planning (IFP) and Personal Finance Society (PFS). This content is aimed at its 5,000+ subscriber community of advisers, wealth managers and financial services professionals who are all interested or active in alternative investments. Find out more at https://intelligent-partnership.com/.

About Matrix Solutions

Enhancing Business Performance
Matrix Solutions is the leading Market Intelligence provider within the UK Fund Management, Platform, Life & Pensions and Mortgage sectors. Established in 1985, skill and expertise in extracting real and demonstrable value from data sits at the heart of Matrix products and services. This has been combined with over 30 years’ experience of the UK financial intermediary marketplace, and this unique combination has led directly to the success of our Financial and Mortgage Clarity products, which combine comprehensive transactional information with the traditional Matrix Financial Intermediary databases. Through these and associated products, Matrix clients can gain a detailed understanding of the marketplace in which they operate, allowing them to conduct their own trend and market analyses , which in turn helps to develop and refine the most
commercially viable sales and distribution strategies. Matrix is a consulting partner for Salesforce.com, and works closely with many of our clients to deliver bespoke data integration and Single Client View CRM solutions. Please visit www.matrixsolutions.co.uk or the individual product sites listed below for further information:
www.financial-clarity.com
www.mortgage-clarity.com
www.adviserconnectonline.com
www.mylocaladviser.co.uk

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