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Home Client Portal 360Lifecycle (360 Dotnet)

Willingness to recommend

3.5/5

Based on 1 reviews

360 Dotnet has developed 360 Lifecycle as the ultimate practice management system for financial services businesses, providing benefits to 1 in 5 mortgage brokers.
360 Lifecycle can deliver a significant reduction in the costs of running a business, by saving valuable hours of the working day and ultimately delivering increased revenue. 360 Lifecycle offers a client facing Factfind as well as a secure Client Portal which helps to save further time and improves client relationships. Clients can enter hard facts into the FactFind at a convenient time and have the confidence to send documents securely to their adviser.

NextWealth view

Among the 254 financial planners in our most recent survey that said they use a client portal, only one said they use 360 Lifecycle. As the tool receives more reviews on our directory, we will offer a view.

Integrations

Cash Management
Cashflow Modelling
Other
Platform
Practice Management System
Research
Suitability Profiling

No integrations available for Cash Management

No integrations available for Cashflow Modelling

eConveyancer

iPipeline

Microsoft

Mortgage Brain

Paymentshield

SmartrCriteria

theidol.com

Twenty7Tec

Uinsure

Zoopla

No integrations available for Platform

No integrations available for Practice Management System

Defaqto

Dynamic Planner

Legend:

Integrates One Way

Integrates Both Ways

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