360 Core is the selected platform by Quilter Financial Planning, designed to empower authorised representatives with a comprehensive suite of marketing tools and campaign solutions. With its integrated Advisor and management suite, 360 Core seamlessly integrates with Workbench and XPlan, eliminating the need for data rekeying and document uploading.
Insights and essential functions tailored to support your business growth.
Allows your business to send letter and email marketing campaigns tailored to your client bank. Leverage the expertise of Quilter Financial Planning to identify exclusive opportunities and gain valuable insights.
All data is treated with the utmost security and privacy. We prioritise the protection of your information by leveraging Microsoft's Azure data centres, renowned for their industry-leading security measures.
Streamlined for individual advisers and teams, our solution offers seamless integrations with Outlook, Google Calendar, iCloud, and other popular calendar systems. It includes hassle-free meeting confirmations via SMS.
A comprehensive collection of reports offering a holistic view of practice, group, and individual activities on written and completed business, as well as administrative and appointment-related metrics.
Enhance your business with automated reviews based upon your client’s portfolio, an innovative referral system, personalised servicing arrangements, and the ability to effortlessly generate leads from your website.
Achieve complete control over your clients' data with our business-branded channels, including SMS, email, and letter. Case level communications are stored in our audit log, ensuring the highest level of accountability.
Following the success of 360 Core, we are thrilled to present additional modules and enhanced capabilities that seamlessly complement your CRM. These additions empower you to optimise your operations and increase your efficiency.
Access our training hub to deepen your understanding and sharpen your skills with our training videos. Whether you're looking to master key features, explore best practices, or boost your efficiency, our resources are designed to support you.
Extend 360 Core with the full suite of 360 Premium features, through modules such as: enhanced reporting and marketing functions, TCF questionnaires, external introducer access, an administration pipeline to handle your back office, integrated accounts, and the ability to use bespoke customisation. You can tailor which module(s) you would like to add, or alternatively, upgrade to 360 Premium at a reduced monthly bundle cost.
