CRM platform provider, 360 Dotnet, and Quilter plc have announced a further investment of growth capital.
Quilter has been a shareholder in 360 Dotnet since 2015 and has utilised 360 Lifecycle as a key component of its advice network, Quilter Financial Planning.
Over 6,000 users utilise 360 Lifecycle writing over £50 billion in mortgage lending, processing 180,000 cases per annum via the platform. 360 Lifecycle powers advice journeys in both wealth management and mortgage and protection businesses. It helps financial advice businesses like Quilter stay in control of its data, advice processes, compliance, and payments, as well as finding ways to increase productivity and revenue.
Ozgur Unlu (pictured), CEO of 360 Dotnet, said: “Having worked with Quilter we are pleased to continue to support them, and we are proud that 360 is a core CRM platform within Quilter’s advice business. 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.
“We are excited to see Quilter increase their shareholding significantly in our business and what another decade of working together can bring as we enhance our relationship further.”
Steve Gazard, chief distribution officer at Quilter, added: “We aim to be a key business partner with the advice firms we work with, and want to support financial planning firms and their customers to make best use of the opportunities available in digital technology.
“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.”