360 Lifecycle
Diary management for financial advisers
Our multifunctional diary enables you to schedule and block out your day as needed, be it client appointments, meetings or simply a reminder.
Why do financial advisers need to keep an online diary?
For advisers it is a tiresome task trying to remember every single review date, case or client in your pipeline, let alone all upcoming meetings, events and arrangements.
With 360 Lifecycle you can manage your time easily with our multifunctional diary which allows you to schedule and block out your day as needed.
What are the key features of 360 Lifecycle's diary?
You can share your diary easily, allowing administrative accessibility, so events and appointments can be monitored and quickly amended if needed.
Our diary allows you to easily integrate with other systems such as Outlook allowing you to sync your diary with 360 so all your meetings, appointments and reminders are together.
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.
