360 Lifecycle
Integrations
Discover our integrations designed to empower advisers, streamline their workflow, boost productivity and improve relationships through our award-winning CRM.
Discover our integrations designed to empower advisers, streamline their workflow, boost productivity and improve relationships through our award-winning CRM.
Mortgage Brain
Streamline mortgage applications with a single login to over 110 lenders. Use one dynamic form and avoid repetitive data entry with Mortgage Brain’s new platform.
15,000+ users
Twenty7tec
SOURCE is a sophisticated online search engine enabling advisers to search for mortgages. APPLY enables advisers to securely submit mortgage applications.
17,000+ users
UnderwriteMe
The Protection Platform aggregates underwritten decisions across multiple insurers and products in a single application. Quote, compare and submit – all through one platform.
87% straight-through acceptance
iPipeline
SolutionBuilder delivers over 100 million quotes annually, efficiently streamlining and simplifying protection processes for all client needs, from basic to complex.
500,000+ global agents & advisers
Uinsure
Streamline processes and eliminate manual data transfers allowing advisers to efficiently serve clients and boost productivity all within Uinsure’s comprehensive GI suite.
22,000+ users
Paymentshield
As a leading insurance provider, Paymentshield delivers intelligent, innovative insurance products and services, exceeding the needs and expectations of advisers.
A leading provider for over 30 years
GBG
Global specialists in electronic digital identity verification and anti-money laundering enabling fast, compliant customer onboarding while minimising fraud risks.
500m+ fraud checks performed annually
Dynamic Planner
Enhance client service and streamline data transfer effectively with a risk-based system for clear, consistent portfolio matching and financial planning.
£211bn risk profiled each quarter
Millbank FX
Supporting your overseas property purchases and international transfers with secure, efficient FX solutions.
Expert FX services backed by over £6 billion in transactions
