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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.
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.
No integrations available for Cash Management
No integrations available for Cashflow Modelling
No integrations available for Platform
No integrations available for Practice Management System
Integrates One Way
Integrates Both Ways