Welcome to 360 lifecycle
Empowering financial advice
journeys
Helping financial advisers to save costs, time and improve relationships to build their business.
Award winning CRM system
Trusted by over 6,000+ advisers
Our Products
We offer powerful financial tools
360 Lifecycle allows you to focus on providing exceptional service without getting weighed down by administrative tasks. Stay on top of your business and ahead of the competition.
The ultimate tool for efficient client management and data capturing. Important information is seamlessly transferred to Advisor and Office, while providing clients with an easy-to-use interface to complete at their leisure.
Manage your clients, track all your appointments and simplify your tasks for business growth. Advisers will have the ability to create new opportunities and build on existing ones to strengthen client relationships.
With our tools you can easily manage your day-to-day tasks, allowing you to focus on providing an exceptional service without getting weighed down by administrative tasks. Stay on top of your business and ahead of the competition.
Take a look at our
Efficiently engage and update your clients from any device. Advisers can access client information and files quickly, eliminating the need to wait to progress an application. With the same level of security as online banking to ensure sensitive information is stored safely.
Set up bonus structures, regular adjustments and comprehensive payment rules to ensure payments are accurate and in line with your business processes. Advisers can say goodbye to manual payment processing and enjoy streamlined, efficient accounting.
We love our client’s inspiring stories
"When you talk about 360 in line with Twenty7Tec, Uinsure and iPipeline all the systems are in one place, this really helps. 360 has also helped us with recruitment and it’s one of those things we don’t have to worry about now – it’s great!"
"The experience over the past year has demonstrated the value a mortgage and insurance CRM delivers to today’s modern adviser. It is essential advisers have a comprehensive data capturing tool which integrates with sourcing and criteria engines. It is important advisers can access their data, identify opportunities to meet needs, and stay in touch with customers. 360 Lifecycle provides this platform giving HL Partnership Adviser Firms the ability to create a loyal engaged client base, a great customer experience through accurate sourcing, and real efficiencies in their business as comprehensive integrations allow the easy movement of data. 360 Lifecycle is a platform that has the modern day HLP advisers at its core."
"As a firm we are advocates of 360 Lifecycle and embrace its features to help support our business partners. Built by intermediaries for intermediaries it knows exactly what is required to run a successful financial services business. From MI to marketing, it exposes the opportunities at our finger-tips and gives us the tools to maximise an opportunity."
"As co-owner of a DA mortgage firm, I highly recommend 360 Lifecycle for its exceptional efficiency and usability. The Hotbox manages leads, enhancing our business pipeline and their innovative FactFind streamlines client information. The task management system efficiently helps with the mortgage workflow and the MI/Reporting tools offer invaluable business insights. 360 is a great asset to my brokerage."
Previous
Next
We love our client’s inspiring stories
"When you talk about 360 in line with Twenty7Tec, Uinsure and iPipeline all the systems are in one place, this really helps. 360 has also helped us with recruitment and it’s one of those things we don’t have to worry about now – it’s great!"
"The experience over the past year has demonstrated the value a mortgage and insurance CRM delivers to today’s modern adviser. It is essential advisers have a comprehensive data capturing tool which integrates with sourcing and criteria engines. It is important advisers can access their data, identify opportunities to meet needs, and stay in touch with customers. 360 Lifecycle provides this platform giving HL Partnership Adviser Firms the ability to create a loyal engaged client base, a great customer experience through accurate sourcing, and real efficiencies in their business as comprehensive integrations allow the easy movement of data. 360 Lifecycle is a platform that has the modern day HLP advisers at its core."
"As a firm we are advocates of 360 Lifecycle and embrace its features to help support our business partners. Built by intermediaries for intermediaries it knows exactly what is required to run a successful financial services business. From MI to marketing, it exposes the opportunities at our finger-tips and gives us the tools to maximise an opportunity."
"As co-owner of a DA mortgage firm, I highly recommend 360 Lifecycle for its exceptional efficiency and usability. The Hotbox manages leads, enhancing our business pipeline and their innovative FactFind streamlines client information. The task management system efficiently helps with the mortgage workflow and the MI/Reporting tools offer invaluable business insights. 360 is a great asset to my brokerage."
Previous
Next
We love our client’s inspiring stories
"When you talk about 360 in line with Twenty7Tec, Uinsure and iPipeline all the systems are in one place, this really helps. 360 has also helped us with recruitment and it’s one of those things we don’t have to worry about now – it’s great!"
"360 Lifecycle demonstrates the value a CRM delivers to advisers. It is essential to have a comprehensive data capturing tool which integrates with sourcing and criteria engines. It is important advisers can access their data, identify opportunities to meet needs, and stay in touch with customers. 360 Lifecycle provides this giving HL Partnership Adviser Firms the ability to create an engaged client base, a great customer experience through accurate sourcing, and real efficiencies in their business."
"As a firm we are advocates of 360 Lifecycle and embrace its features to help support our business partners. Built by intermediaries for intermediaries it knows exactly what is required to run a successful financial services business. From MI to marketing, it exposes the opportunities at our finger-tips and gives us the tools to maximise an opportunity."
"As co-owner of a DA mortgage firm, I highly recommend 360 Lifecycle for its exceptional efficiency and usability. The Hotbox manages leads, enhancing our business pipeline and their innovative FactFind streamlines client information. The task management system efficiently helps with the mortgage workflow and the MI/Reporting tools offer invaluable business insights. 360 is a great asset to my brokerage."
Previous
Next
Take a look at
Our achievements
6,000+
users consisting of 2,000 brands
195,000+
Client Portal Users
£290
billion pounds of lending facilitated since 2010
Our blog
Stay updated
Frequently asked questions
Who can use 360 Lifecycle?
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.
Is my data secure?
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.
What support do you offer?
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.
Do you have integrated sourcing?
We integrate with market leading mortgage sourcing platforms, a market leader for protection and general insurance solutions.
