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.
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.
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.
The system is available for financial advice firms of any size, large or small. It can be used by support and admin staff, sales managers, call centres and introducers.
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.
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. You can also contact us via our live chat or fill in one of our contact forms.
We integrate with market leading mortgage sourcing platforms, as well as protection and general insurance solutions.
