360 Advisor

Designed for Financial Advisers, 360 Advisor is the award winning CRM system with a proven track record to manage clients efficiently, building on client information to recognise opportunities, and making information more easily accessible to allow Advisers to strengthen the relationships with their clients.

With over 15 years development experience within the financial industry and part of a large intermediary, we know that no two advisers work the same way, and that’s why we have tailored our system to be flexible throughout the Sales Process from the initial opportunity right up to receiving commissions and beyond.

Our Opportunity Management system and Adviser specific ‘Hotbox’ ensures that there will be no more missed opportunities. The ‘Hotbox’ incorporates an automatic reminder system that generates opportunities at the end of clawback periods, product review dates and allows you to create customisable personal opportunities ensuring that you’ll be calling right when the Client is considering seeking advice. In addition, the ‘Hotbox’ allows the Adviser to postpone, amend, refer or transfer the opportunities or if prefered just the individual sale.

The multifunctional diary enables you to schedule and block out your day as needed, be it client appointments, meetings or simply a reminder. Advisers may also chose to share their diary, for example so that your Administrator can book and monitor your appointments if need be. In addition, our external diary syncing allows you to sync your Adviser diary with almost any other software or smartphone diary system.

With all client data housing within an expansive Case Record, 360 Advisor allows you to save relevent case documents (such as Word Documents, PDFs, images, etc), create annual reviews and produce a professional looking client portfolio report within seconds.

With 360 Advisor, you have the tools to build stronger client relationships.