360 Lifecycle

Financial ServicesUnited Kingdom11-50 Employees

360 Lifecycle was launched into the financial market providing an end-to-end practice management system, that supports mortgage and insurance 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 streamlines the advice process, keeping advisers on track of their daily activities, saving time and costs, and increasing productivity. Our secure Client Portal and FactFind supports advisers and their clients with over 223,000 Portal users. Source for mortgages, protection and GI with our comprehensive FactFind, which integrates with our sourcing partners, saving advisers up to 90 minutes of data entry per sales journey. Manage clients, appointments, and tasks efficiently to create new opportunities and strengthen relationships. Engage and update clients with our Client Portal from any device, and stay on top of your business and ahead of the competition with our Office tools. Say goodbye to manual payment processing and enjoy streamlined, efficient accounting with our comprehensive payment tools. 

For more information about 360 Lifecycle, please visit: https://www.360lifecycle.co.uk/ and follow us on LinkedIn and X @360Lifecycle.

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