The system has processed over 180,000 cases annually
360 Dotnet, a fintech CRM platform, and Quilter plc, a wealth management firm, have announced their continued investment of growth capital into the 360 Lifecycle platform to increase the firms’ shareholding.
360 Lifecycle was launched by 360 Dotnet to provide an end-to-end practice management system that supported mortgage and insurance brokers in growing their businesses, with the ability to keep advisers on track of their daily activities. It aims to save them time and costs while improving relationships and increasing productivity. “360 has embraced their forward-thinking vision which has allowed us to deliver the exceptional service and the software required to be successful in today’s market,” said Ozgur Unlu (pictured), CEO of 360 Dotnet.
Steve Gazard, chief distribution officer of Quilter, meanwhile commented: “We’re pleased to continue to back the team at 360 Dotnet which has developed one of the most exciting and intuitive pieces of software in the mortgage advice market and is now growing strongly in the wealth market,”
A partnership strengthened by a platform
Since 2015, Quilter had been a shareholder in 360 Dotnet, using the 360 Lifecycle platform as an important component of its advice network, Quilter Financial Planning.
Over 6,000 users have used 360 Lifecycle, it has written over £50 billion in mortgage lending and processed over 180,000 cases annually. The platform also powers advice journeys in wealth management and mortgage and protection firms. It also helps financial advice businesses in controlling their data, advice processes, compliance and payments, while increasing productivity and revenue.
Willem van Rooy, Quilter M&A director, explained: “One of the key advantages of aligning with Quilter is the flexibility and capital strength we provide, and this further investment into 360 is a fantastic example of our support for the development of the financial planning profession,”
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