Technology

The technology we use is the keynote factor, enabling both you and us to keep overheads low and creating more time to be spent where we are most effective. In addition to providing a range of back office, research and sourcing software, we encourage the development of a more efficient business process from factfind to research, illustration, business submission and suitability report.

By providing services within a co-ordinated package, we can simplify and accelerate the sales process, allowing you more time to effectively manage your business.

Training and Competence

All threesixty clients have access to an online Training & Competence system which covers multiple choice testing, online CPD recording and exam revision guides and workbooks. Supervisors can be given access to advisers records for remote review.

Wrap and Platform Guidance

We offer firms support in choosing which platforms are best aligned to their business model, through bespoke consultancy and through our online factsheets on each platform.

Back Office Systems

threesixty promotes a number of back office systems from web based platforms to traditional desktop packages. We believe that, for most firms, the successful implementation of these types of system will create efficiencies within their business and provide high quality management information.

threesixty currently has relationships with Intelliflo, 1st Software and Capita. Further details and demonstrations are available on request.

Quotations

We offer a free quotation platform with training to clients, with an unlimited number of licences.  This service is accessed via our extranet, is fully online so requires no software installation and is immediately available from any PC with internet access.  This service is provided in conjunction with Assureweb.

Exweb, from the Exchange is also available, at a discount. Both systems provide access to our enhanced commission rates.

Asset Allocation and Model Portfolios

threesixty provides asset allocation models, fund panels and model portfolios as part of its suite of investment solutions, all integrated with threesixty's own risk questionnaire.  These are delivered online through the extranet.

In addition, discounts are available for fund research through Morningstar and Financial Express Analytics. 

Product Research

threesixty's research team provide a regularly updated research panels covering all life and investment products, plus detailed commentary on esoteric, specialist investments. 

In addition, threesixty can provide discounted terms for the following major Product Research Tool providers: 

  • AEQUOS online and AEQUOS Engage from defaqto
  • Contract Selector from Old Broad Street Research
  • Product Manager from Synaptic
  • Pensions Profiler from O&M
  • Selectapension

Suitability Reports

threesixty's own templated Suitability Rpeorts, covering over 80 different products, are available online, or integrated within Intelliflo's Intelligent Office system.

Mortgage Sourcing

threesixty provides access both Whole of Market and to its mortgage club through the two major sourcing systems; Trigold and MBL. Discount are available for both.