360Dotnet
Curated by SignalClient communication solutions enhancing interactions for wealth managers.
Overview
360Dotnet is a company that offers communication solutions tailored for wealth managers, with an emphasis on improving interactions between financial advisers and their clients. Its platform, named 360 Lifecycle, functions as a practice management system that combines customer relationship management (CRM), back-office operations, and integration with third-party tools. The platform aims to address the complexities of customer relationship management and daily operational tasks by providing features such as secure messaging, video conferencing, and collaborative financial planning tools. 360Dotnet targets financial advisers and their clients, facilitating transparency and engagement through features like real-time portfolio access and automated notifications. The platform is designed to assist wealth managers in enhancing client relationships and addressing client needs while maintaining data security and privacy.
Key facts
- Founded
- 1999
- Headquarters
- London, United Kingdom
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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Contact
- Primary office
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