Technology that streamlines processes
for financial advisers and their clients.
“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
“360 Advisor and Office have helped drive efficiency by reducing the rekeying of data and has enabled the business to continue during the difficult times of COVID, with remote working.”Adrian VickeryHead of Governance, Risk and Compliance at Knight Frank Finance
“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!”Daniel HobbsManaging Director at New Leaf
“The experience over the past year has demonstrated the value a mortgage and insurance CRM delivers to today’s modern adviser. Whether face to face or remote it is essential advisers have a comprehensive data capturing tool which integrates with sourcing and criteria engines. It is more important than ever before that an adviser can access their data, identify opportunities to meet needs, and ultimately stay in touch with customers. 360 Dotnet provides this platform giving HL Partnership Adviser Firms the ability to create a loyal engaged client base, a great customer experience through accurate sourcing, and real efficiencies in their business as comprehensive integrations allow the easy movement of data. 360 Dotnet is a platform that has the modern day HLP advisers at its core.”Shaun AlmondManaging Director at HLP
"As a firm we are advocates of 360 Lifecycle and embrace its features to help support our business partners. Built by intermediaries for intermediaries it knows exactly what is required to run a successful financial services business. From MI to marketing, it exposes the opportunities at our finger-tips and gives us the tools to maximise an opportunity."Steve FryettManaging Director at Lifetime Connect
"We are pleased to sign a new agreement with 360 Dotnet to ensure continuity for our mortgage adviser team. We have utilised the new features introduced to the business to make our mortgage journey as seamless as possible."Kevin BlountHead of Operations at Clever Mortgages