Advısor
Manage all leads and opportunities
Your comprehensive lead and opportunity manager, allowing advisers to efficiently drive sales and handle their activities.
Hotbox
The Hotbox is a cutting-edge feature that provides a focused window into your client bank, allowing you to efficiently manage all your leads and opportunities from one centralised location.
One of the key benefits of the Hotbox is the integrated diary system, allowing you to schedule events with clients at your convenience. This enables you to stay organised and never miss important appointments, ensuring that you can effectively nurture leads and capitalise on opportunities.
The Hotbox comes with automatic reminders and opportunity generation features, designed to help you stay on top of important milestones such as rate end dates and client review dates. This ensures that you never lose track of your clients’ business and can proactively take action to maximise opportunities.
With the Hotbox, you have full control over your opportunities, allowing you to easily postpone, amend, refer, or transfer them as needed. This flexibility empowers you to adapt to changing client needs and business requirements, making you more agile and responsive in your sales approach.
Diary
Our multifunctional diary is a game-changer when it comes to scheduling your day. With its intuitive interface and powerful features, you can easily block out time for client appointments, meetings, or simply set reminders for important tasks.
In addition, our external syncing feature takes your scheduling capabilities to the next level. You can easily integrate your Advisor diary with other systems like Outlook and Gmail, so when using a mobile device you can stay on top of your schedule no matter where you are.
Case View
Case View is the ultimate information hub for all your client-related needs. It provides a centralised location where you can store all client documents, portfolio information, and policy details, allowing you to manage everything in one convenient place.
Our customisable folders make it easy to save relevant case documents, such as Word documents, PDFs, images, and more. You can access files quickly and easily using our file search feature, eliminating the need to sift through multiple folders and documents to find what you’re looking for.
In addition, Case View empowers you to create annual reviews and produce professional-looking client portfolio reports within seconds. This saves you time and effort while ensuring that you can provide your clients with accurate and up-to-date information on their portfolio performance.
Download now
Download 360 Advisor for your computer or laptop on windows operating system.
Need a refresher?
Whether you are a new or existing user you can book a webinar based training session.
