Alexander Hall has signed a five-year deal to utilise the full 360 Lifecycle practice management solution and FactFind with integrated sourcing to its 70+ workforce.
Following a lengthy due diligence process, Alexander Hall confirmed that a combination of current functionality, including the client facing FactFind and Portal, along with 360’s flexibility and willingness to bespoke the software to fit their compliance and client engagement requirements played a major part in their decision making.
Carlos Thibaut, CEO of 360 Dot Net, said: “We are delighted to be working with Alexander Hall. As a technology provider, it is our responsibility to align our software proposition to the requirements of our users while being mindful of up and coming legislation such as GDPR and MiFID2.”
Dom Scott, director of Alexander Hall, added: “We consistently deliver a high level of service to our clients and that is reliant on software to help structure the service and activity of our advisers. Adopting a new sourcing and back-office CRM where we can tailor business critical portions to our requirements was a compelling proposition and one that will translate directly to the quality of service we offer.
“Finally, the option to explore the client engagement features of the system has the potential to significantly save time for the both client and adviser while continuing to reinforce the Alexander Hall brand and our standing as forward thinking and digitally enabled organisation.”
Thibaut said: “Alexander Hall hold a pre-eminent place amongst London based brokerages that is reflected in their keenness to ensure they select and deploy a best-of-breed solution. With changes to our core functionality, proactively reacting to legislative changes and new integrated functionality, we strive to develop a software solution that future proofs existing and future advisers while delivering tangible value to each business.”