Solution introduction
Efficiently manage your clients
The ultimate tool for efficient client management, source mortgages, protection and GI via 360 Lifecycle's integrations with leading providers
Adviser View
The Adviser view in 360 Lifecycle’s FactFind, is the ultimate tool for efficient client management and data capture. The customisable FactFind seamlessly transfers the collected data to Advisor and Office.
Client View
The client view provides an easy-to-use interface allowing clients to complete the FactFind at their leisure, making the process easier and more efficient.
Budget Planner
The budget planner is the final piece of the FactFind allowing you to work out exactly what the client can afford.
