360 Lifecycle is an end to end practice management system, that supports IFAs, mortgage and insurance brokers, to grow their business. We won Mortgage Technology Provider in 2021 and 2023 at the Mortgage Awards and we won Best Technology Provider at the Financial Reporter Awards in 2018, 2020 and 2023.
360 Lifecycle provides everything you need to run a successful business in this technology driven time. It allows advisers to manage their clients and creates a more efficient and interactive sales process. We provide a CRM and back office functionalities allowing clients to become part of their own sales journey.
We have sourcing integrations with market-leading third parties and regularly add updates to our system to make our customers business’s as efficient as possible.
Customer relationships and easy, secure two-way interaction are vital in this competitive world so we introduced a secure Client Portal and have a client facing FactFind. Documents can be exchanged securely and clients can fill out their FactFind in their own time. Advisers can plan for meetings and review dates to maximise business opportunities and provide great service as well as managing all prospects through the sales process.
Our back office offers task management, MI & reporting, marketing, TCF questionnaire and accounts.
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.
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.
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.
We integrate with market leading mortgage sourcing platforms, a market leader for protection and general insurance solutions.
