360 Advisor is the award winning CRM system, designed for financial advisers. With a proven track record of efficient client management and appointment tracking, advisers will have the ability to create new opportunities and build on existing ones to further strengthen the relationship with clients.
A unique feature that offers a focused window into the client bank. Manage all leads and opportunities from here, allowing you to schedule events for your convenience with the diary system. This creates seamless and easily accessible sales.
Automatic reminders and opportunities can be generated towards the end of clawback periods and product review dates to allow advisers to efficiently keep track of clients' business.
In addition, the ‘Hotbox’ allows the adviser to postpone, amend, refer or transfer the opportunities.
The multifunctional diary enables you to schedule and block out your day as needed, be it client appointments, meetings or simply a reminder.
Any diary is easily shareable to allow administrative accessibility, so that events and appointments can be monitored and easily amended if needed.
In addition, our external diary syncing allows you to sync your Advisor diary and easily integrate it with other diary systems such as Outlook and smartphones.
The main hub of information, where the client’s documents, portfolio, and policy information are stored. From here you can manage everything client-related.
Save relevant case documents (such as Word Documents, PDFs, images, etc) and client information in customisable folders and access any file quick and easy with the file search feature.
Create annual reviews and produce a professional-looking client portfolio report within seconds.
Offers you and your clients a digital financial portfolio, providing an easily accessible space where documents and correspondence can be exchanged, securely viewed, stored and maintained.
360 Lifecycle offers a full end to end client FactFind solution to advisers, making the process of getting client information smoother than ever. Alongside this, there is also the ability to find the exact policy you and the client are looking for with intergrated Mortgage, Protection and GI sourcing.
360 Lifecycle’s FactFind works alongside Advisor and Office to keep track of all leads and transfer them seamlessly from opportunity to sale – allowing you and clients to work together.
Part of the award winning 360 Lifecycle suite, 360 Office is the result of 15 years of focused development and refinement to provide holistic solutions to the Financial Services sector.
360 Office addresses the challenges faced by financial intermediaries creating tools that allow principals, managers and administrators to support their forward-facing activities and managed their back-office operations.
Full access to administer the 360 experience for advisers, negotiators, introducers and administrators.
You can easily administer commissions and organise payments made to the advisers and the company. You can view the entire process of a commission entered on the FactFind to a completed sale on 360 Office and Advisor. It can then be finalised as a payment to either the corresponding adviser or introducer/business partner.
If you would like to learn more about the 360 Accounts module, please contact your Account Manager or call our Support Team on 08456 592360