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“I have been using 360 since January and found the system very easy to use, the clients love the portal and the security it gives them for sharing their personal documents. Since using 360 I have been able to organise my workload and contacts more effectively and manage customer expectations in a more professional, efficient […]

“I have been using 360 since my inception with SimplyBiz, the system is brilliant, I run my whole company through it. From client management to factfinds and Gabriel reporting, I can honestly say there is not another system that comes remotely close to this one. It is constantly being improved on the perfection it already […]

“We started to use 360 Lifecycle in March, after trialling a number of sourcing and CRM systems, and can honestly say 360 is far and away the best we have found. Since using 360 we have drastically cut down the time taken to compliantly record a sale and sale file; our protection sales have increased […] Ltd selects 360 Dot Net as their technology partner

360 Dot Net are pleased to announce that London based brokerage,, have this month successfully deployed the full 360 Lifecycle software solution with FactFind, integrated sourcing, Client Portal and Accounts Package. The Directly Authorised firm were seeking a new technology proposition to enhance processes for advisers and their clients.  Managing Director of, Richard Merrett, commented on the […]

New Leaf reports increased productivity and sales aided by new tech

New Leaf Distribution, the national Wealth, Mortgage and Protection network based in Southend on Sea Essex, have announced its recent 12-month’s performance has been one of its most successful with increased sales, greater client retention and growing adviser numbers.  Having grown by 30% in the previous twelve months to over 170 advisers, the network continues […]