360 Lifecycle

Data-rich practice management system for financial advisers. Grow revenue, manage clients and reduce costs.

General Information
Company Name
360 Lifecycle
Founded Year
2008
Location (Offices)
Leicester, United Kingdom +2
Founders / Decision Makers
Number of Employees
36
Industries
Financial Services, CRM and Sales
Funding Stage
-
Social Media

360 Lifecycle - Company Profile

**360 Dotnet** is a **financial services** startup based in the **United Kingdom**. Founded in **2008**, the company offers a **data-rich practice management system** for ambitious financial advisers, aimed at helping them grow revenue, manage clients, and reduce costs.

Their software, **360 Lifecycle**, serves as a unified system for advisers to efficiently advise, plan, engage, transact, and execute for their clients. This enables better client acquisition and retention while reducing compliance costs. As a result, professionals can focus on maintaining client relationships, boosting revenues, and running their businesses efficiently across all channels.

The company has gained significant traction, with **20% of mortgage brokers** relying on its software. 360 Dotnet has also secured partnerships with top names in the UK financial advice sector, including **Alexander Hall**, **Quilter**, **Lifetime Connect**, **New Leaf**, and **HLP**.

Despite not having a recent disclosed investment, 360 Dotnet continues to demonstrate its value in the market, supporting advisers to deliver optimal services and assist clients in purchasing homes and securing their financial futures.

Taxonomy: Financial Advisers, Practice Management System, Client Management, Revenue Growth, Compliance Management, Client Acquisition, Client Retention, Mortgage Advisers, Insurance Advisers, Financial Software, Client Relationship Management, Business Efficiency, Financial Advice, Mortgage Intermediary Software

Funding Rounds & Investors of 360 Lifecycle (0)

View All

There is no investment information

Latest News of 360 Lifecycle

View All

No recent news or press coverage available for 360 Lifecycle.

Similar Companies to 360 Lifecycle

View All
360 Lifecycle - Similar company to 360 Lifecycle
360 Lifecycle Data-rich practice management system for financial advisers. Grow revenue, manage clients and reduce costs.
Nexus Partners Pty Ltd - Similar company to 360 Lifecycle
Nexus Partners Pty Ltd Australia's leading mortgage referral platform for professionals
Timeline - Similar company to 360 Lifecycle
Timeline Empowering modern financial advisers with an integrated ecosystem for seamless planning, investing, & client management.
HLPartnership - Similar company to 360 Lifecycle
HLPartnership A Bright Future For Your Financial Advice Business
Trail CRM - Similar company to 360 Lifecycle
Trail CRM Making great advisers extraordinary