360 Lifecycle
Case management for financial advisers
The main hub of information where your client’s documents, portfolio, and policy information is stored. From here you can manage everything client related.
Why do financial advisers struggle to manage cases?
Managing cases is an overwhelming task which can result in the loss of confidential and important information.
With 360 Lifecycle you can save relevant case documents (such as Word Documents, PDFs, images, etc) and client information in customisable folders and access any file quickly and easily with the file search feature.
What are the key features of case management?
Client data is housed within an expansive case record allowing you to save important documents, create annual reviews and produce a professional looking client portfolio report.
Our case management tool allows you to quickly create annual reviews and produce a professional-looking client portfolio report letting you build strong client relationships.
Award winning CRM system
We love our client’s inspiring stories
"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!"
"The experience over the past year has demonstrated the value a mortgage and insurance CRM delivers to today’s modern adviser. It is essential advisers have a comprehensive data capturing tool which integrates with sourcing and criteria engines. It is important advisers can access their data, identify opportunities to meet needs, and stay in touch with customers. 360 Lifecycle 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 Lifecycle is a platform that has the modern day HLP advisers at its core."
"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."
"As co-owner of a DA mortgage firm, I highly recommend 360 Lifecycle for its exceptional efficiency and usability. The Hotbox manages leads, enhancing our business pipeline and their innovative FactFind streamlines client information. The task management system efficiently helps with the mortgage workflow and the MI/Reporting tools offer invaluable business insights. 360 is a great asset to my brokerage."
We love our client’s inspiring stories
"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!"
"The experience over the past year has demonstrated the value a mortgage and insurance CRM delivers to today’s modern adviser. It is essential advisers have a comprehensive data capturing tool which integrates with sourcing and criteria engines. It is important advisers can access their data, identify opportunities to meet needs, and stay in touch with customers. 360 Lifecycle 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 Lifecycle is a platform that has the modern day HLP advisers at its core."
"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."
"As co-owner of a DA mortgage firm, I highly recommend 360 Lifecycle for its exceptional efficiency and usability. The Hotbox manages leads, enhancing our business pipeline and their innovative FactFind streamlines client information. The task management system efficiently helps with the mortgage workflow and the MI/Reporting tools offer invaluable business insights. 360 is a great asset to my brokerage."
We love our client’s inspiring stories
"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!"
"360 Lifecycle demonstrates the value a CRM delivers to advisers. It is essential to have a comprehensive data capturing tool which integrates with sourcing and criteria engines. It is important advisers can access their data, identify opportunities to meet needs, and stay in touch with customers. 360 Lifecycle provides this giving HL Partnership Adviser Firms the ability to create an engaged client base, a great customer experience through accurate sourcing, and real efficiencies in their business."
"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."
"As co-owner of a DA mortgage firm, I highly recommend 360 Lifecycle for its exceptional efficiency and usability. The Hotbox manages leads, enhancing our business pipeline and their innovative FactFind streamlines client information. The task management system efficiently helps with the mortgage workflow and the MI/Reporting tools offer invaluable business insights. 360 is a great asset to my brokerage."
Frequently asked questions
Who can use 360 Lifecycle?
The system is available for financial advice firms of any size, large or small. It can be used by support and admin staff, principle, sales managers, call centres and introducers.
Is my data secure?
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.
What support do you offer?
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.
Do you have integrated sourcing?
We integrate with market leading mortgage sourcing platforms, as well as protection and general insurance solutions.
