Client Management for Financial Advisers

Our Client Portal 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.

Why use 360's Client Portal?

As long as you have a mobile, tablet or computer our Client Portal is accessible anywhere around the globe and gives you the ability to create personalised actions so documents and tasks can be exchanged between the adviser and client. We employ the same strength of security used by online retailers and banking institutions; both advisers and clients can rest assured that sensitive documents and information is stored securely.

What are the key features of 360's Client Portal?

Using our Client Portal makes it easy to keep engaged with your clients as you can contact them from any internet enabled device. 360’s Client Portal removes barriers to ensure that your clients are up-to-date. As an adviser, you will have access to the information and files that your client’s share securely within minutes, meaning no more waiting around for documents to progress an application.

Client management for mortgage and protection advisers

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TRUSTED BY THOUSANDS OF ORGANISATIONS ACROSS THE UK

“360 Lifecycle perfectly complements Alexander Hall’s commitment to high calibre advisers providing suitable advice, supported by great technology. The 360 Dotnet team also share our passion for growth and we look forward to bringing the ideas on our roadmap to fruition.”

Alexander Hall

“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!”

Daniel HobbsManaging Director at New Leaf

“The experience over the past year has demonstrated the value a mortgage and insurance CRM delivers to today’s modern adviser. Whether face to face or remote it is essential advisers have a comprehensive data capturing tool which integrates with sourcing and criteria engines. It is more important than ever before that an adviser can access their data, identify opportunities to meet needs, and ultimately stay in touch with customers. 360 Dotnet 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 Dotnet is a platform that has the modern day HLP advisers at its core.”

Shaun AlmondManaging Director at HLP

"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."

Steve FryettManaging Director at Lifetime Connect

"We are pleased to sign a new agreement with 360 Dotnet to ensure continuity for our mortgage adviser team. We have utilised the new features introduced to the business to make our mortgage journey as seamless as possible."

Kevin BlountHead of Operations at Clever Mortgages

Frequently Asked Questions

1

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.
2

Is my data secure?

360 Lifecycle utilises Microsoft’s Cloud Based Platform, Azure. Microsoft has an obligation to protect 360’s data, security and privacy. Therefore, keeping your data safe. Data is not restricted by the size of your computer and can be accessed by you from anywhere in the world.
3

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.
4

Do you have integrated sourcing?

We integrate with market leading mortgage sourcing platforms, a market leader for protection and general insurance solutions.

6,000

users consisting of 2,000 brands

195,000

Client Portal Users

290

billion pounds of mortgage lending facilitated since 2010

Why financial advisers love our product

Our product keeps mortgage and protection advisers on track of their daily activities, saving time, costs, improving relationships and increasing productivity. 360 Lifecycle was built to focus on advisers and their customers by introducing a secure Client Portal and FactFind. Our Client Portal allows secure interactions from anywhere in the world and our FactFind allows documents to be exchanged easily saving advisers 45 to 90 minutes of data entry per FactFind. Previously, advisers were frustrated as they spent their time looking for a system to not only run their day to day business, but one that could proactively manage customer relationships.

AWARD WINNING

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