360 Lifecycle
HQ Address
Unit 18B, East Link, Meridian Business Park, Leicester, LE19 1XW, United Kingdom
Website Address
Business introduction
Empowering financial advice journeys
360 Lifecycle was launched into the financial market providing an end-to-end practice management system, that supports financial advisers to grow their business
The company has grown to become a major player in the mortgage intermediary software market and its clients include leading names in UK financial advice, such as Alexander Hall, Quilter, Lifetime Connect, New Leaf and HLP.
Our platform is engineered to optimise the advice process, enabling advisers to stay focused on their daily tasks while reducing costs, saving time, and boosting productivity. Our secure Client Portal and FactFind helps advisers and their clients to navigate the complexities of mortgages, protection, and general insurance. Including seamless integrations with multiple sourcing partners, advisers can manage clients, schedule appointments, and organise tasks with efficiency, promoting new opportunities and enhancing client relationships.
Our Client Portal, accessible from any device, keeps clients engaged and informed, while our Office tools ensure advisers remain competitive and in control of their business operations. Additionally, our comprehensive payment tools eliminate the hassle of manual payment processing, paving the way for a more streamlined and effective accounting experience.
360 Lifecycle Solutions
360 Accounts
360 Accounts is designed to simplify your payment processes. With its help, you can easily administer commissions, organise payments to advisers and the company, and set up business partner rates. The system allows you to view the entire commission process, from the initial entry in the FactFind to the final......
business needs
- Business Intelligence & Practice Management
- Client Engagement & Management
- Market & Business Infrastructure
360 Advisor
Hotbox The Hotbox is a cutting-edge feature that provides a focused window into your client bank, allowing you to efficiently manage all your leads and opportunities from one centralised location. Diary Our multifunctional diary is a game-changer when it comes to scheduling your day. With its intuitive interface and powerful features, you can......
business needs
- Business Intelligence & Practice Management
- Client Engagement & Management
- Client Marketing & Prospecting
360 Client Portal
Client Portal Engage and update your clients efficiently with our Client Portal. Accessible from any internet-enabled device, the portal removes barriers to ensure clients are always up-to-date. Client Actions Posting actions to the Client Portal sends an automatic email and SMS message to alert the client of an action requiring their attention. Sending Actions Create......
business needs
360 FactFind
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......
business needs
- Business Intelligence & Practice Management
- Client Engagement & Management
- Client Onboarding & Identity Verification
360 Office
Admin Tools Our tools address the challenges faced by principals, managers, and administrators by providing them with the necessary resources to streamline their workflows and increase efficiency. Campaign Manager With Campaign Manager, you can target your client base by creating your own sales and marketing campaigns. Performance Explorer You can easily report on your company’s......
business needs
- Business Intelligence & Practice Management
- Client Engagement & Management
- Market & Business Infrastructure
