Technology that streamlines processes

for financial advisers and their clients.

Lead Management

Make managing leads easy, with our Hotbox you can record when and how you last communicated with clients keeping you up to date with your active pipeline to efficiently write more business.

Client Portal

Our portal allows advisers and clients to interact securely. It has proven popular with both advisers and clients for exchanging documents and requests, with over 75,000 users.

FactFind

A full end to end client facing factfind solution for advisers to send to their clients securely, making the process of gathering client information easy. Since 2010 there has been over 8 million logins to our FactFind.

Task Management

Our automated workflow seamlessly allows administrators to progress sales from written to completion. 360 Lifecycle was used to process £144 billion of completed business since 2010.

MI and Reporting

Provides an in-depth view of the business. It facilitates reports on policies, providers and generated income which can then be exported as spreadsheets for auditing and records.

Accounts

Using our configurable Accounts tool businesses can reconcile their payments to show the true ‘banked’ amount, the system can also calculate pay statements for advisers so Excel spreadsheets can be a thing of the past.
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“360 Lifecycle perfectly complements Alexander Hall’s commitment to high calibre advisers providing suitable advice, supported by great technology. The 360 Dotnet team also share our passion for growth and we look forward to bringing the ideas on our roadmap to fruition.”

Dominic ScottManaging Director at Alexander Hall
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“360 is a huge step out of the dark ages from the previous tool we used”

Knight Frank Finance
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“When you talk about 360 in line with Twenty7Tec, Uinsure and iPipeline all the systems are in one place, this really helps. 360 has also helped us with recruitment and it’s one of those things we don’t have to worry about now – it’s great!”

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20

of UK Mortgage Brokers use 360 Lifecycle

80,000

Client Portal Users

144

144 billion pounds of mortgage lending facilitated since 2010

What do we offer?

360 Lifecycle is a complete end to end practice management system, providing everything you need to run a successful business in this technology driven time. We provide a CRM and Back Office functionalities  allowing clients to become part of their own sales journey. We have sourcing integrations with market-leading third parties. We are regularly adding further integrations and updates to our solution and aim to make our customers business’s as efficient as possible. 360 Lifecycle has over 6500 users and whilst most of them are in the Mortgage and Protection market, there is an increasing number of firms adopting it for their Wealth aspects with continuous improvements being made to support all Financial Advisers.

We have recognised strong customer relationships and easy, secure two-way interaction are vital in this competitive world. We were one of the first to introduce a secure client portal and to have a client facing factfind. Documents can be exchanged securely rather than having to send emails or letters and clients can fill out their factfind at a time which suits them. Leaving a full audit history within our CRM system allowing users to see the process taken for each sale.

360 Lifecycle helps advisers manage their diary allowing them to effectively service their clients, both new and existing. Advisers can plan for meetings and review dates to maximise business opportunities and provide great service as well as managing all prospects through the sales process.

360 Lifecycle’s Back Office offers Task Management, MI & Reporting, Marketing, TCF Questionnaire and Accounts, enabling businesses to flourish.

SEE OUR BENEFITS