Willingness to recommend
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.
There were 286 fewer financial advisers advising on retail investment products in the year to December 2023. The number of firms fell 8.1% in the year. These numbers are based on the latest data from the FCA on the retail intermediary market.
360 Lifecyle doesn't figure on our adviser survey and so we don't have any data on which to base an opinion. As the tool receives reviews on our directory, we will offer a view.
Integrates One Way
Integrates Both Ways
No integrations available for Back Office Systems
No integrations available for Cash Management
No integrations available for Cashflow Modelling
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