Helping financial advisers to save money, time and improve relationships to build their business.
360 Lifecycle allows you to focus on providing exceptional service without getting weighed down by administrative tasks. Stay on top of your business and ahead of the competition.
The ultimate tool for efficient client management and data capturing. Information is seamlessly transferred to Advisor and Office, while providing clients with an easy-to-use interface to complete at their leisure.
Manage your clients, track all your appointments and simplify your tasks for business growth. Advisers will have the ability to create new opportunities and build on existing ones to strengthen client relationships.
Easily manage your day-to-day tasks, allowing you to focus on providing an exceptional service without getting weighed down by administrative tasks. Stay on top of your business and ahead of the competition.
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Efficiently engage and update your clients from any device. Advisers can access client information and files quickly, eliminating the need to wait to progress an application. With the same level of security as online banking to ensure information is safely stored.
Set up bonus structures, regular adjustments and comprehensive payment rules to ensure payments are accurate and in line with your business processes. Advisers can say goodbye to manual payment processing and enjoy streamlined, efficient accounting.
users consisting of 2,000 brands
Client Portal Users
billion pounds of lending facilitated since 2010
The system is available for financial advice firms of any size, large or small. It can be used by support and admin staff, sales managers, call centres and introducers.
On top of providing access controls allowing you to tailor data access to roles, 360 Lifecycle also utilises Microsoft’s cloud based platform Azure, which is a market leader in data security. As well as ensuring data is secured to the highest standard, it allows you to access your data anywhere in the world.
We offer initial training, manuals and videos alongside ongoing technical support. Our Support Team are just a call or email away and are available Monday to Friday from 9am until 5:30pm. You can also contact us via our live chat or fill in one of our contact forms.
We integrate with market leading mortgage sourcing platforms, as well as protection and general insurance solutions.
