360 Dotnet
360 Dotnet (trading as 360 Lifecycle) is a UK-based vertical SaaS provider of an integrated practice management platform — including CRM, client portal, and commission tools — for financial advisers and mortgage brokers across the UK.
- Company typePrivate
- Founded2008
- HeadquartersLeicester, United Kingdom
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What 360 Dotnet does
360 Dotnet Limited (doing business as 360 Lifecycle) is a UK-based vertical SaaS provider founded in 2008 and headquartered in Leicester, with a trading presence in St Albans and an offshore engineering office in Istanbul, Turkey opened in 2022. The company sells an integrated practice management platform to UK financial advisers and mortgage brokers, combining five core modules — FactFind (client data capture), Advisor (CRM, appointment tracking, and lead management via 'Hotbox'), Office (administrative workflow and reporting), Client Portal (secure bank-grade client engagement and document exchange), and Accounts (commission administration and payment management) — onto a Microsoft Azure cloud architecture.
The platform is differentiated by deep integration with the UK adviser stack, including Twenty7Tec and Mortgage Brain for sourcing across 110+ lenders, UnderwriteMe for protection underwriting, and complementary providers (Uinsure, SortRefer, SolutionBuilder, Paymentshield, Assureweb, Sage). 360 Lifecycle serves roughly 6,000 advisers across 2,000 brands and has facilitated over £365 billion in mortgage lending since 2010, with 4.6 million+ case records and 228,400+ Client Portal users as of Q3 2025. The company monetises via quote-based subscription pricing, sells directly through its website and inside-sales team, and benefits from a longstanding strategic investment and commercial relationship with FTSE-listed Quilter PLC.
The business is privately held and small in headcount (11–50 employees), with leadership including founder-CEO Ozgur Unlu, Head of Intermediary Sales Stephen Cowdell, Commercial Director David Smith, and Head of Engineering Bahadir Isguzerer. Strategic direction includes AI-enabled compliance case checking and natural-language data querying, multi-year renewals with anchor enterprise customers, and ongoing product launches (SOURCE and APPLY unified login, eIDV, UnderwriteMe integration). Recognised repeatedly as a UK industry award winner (Financial Reporter Best Technology Provider in 2018, 2020, 2023; Mortgage Technology Provider of the Year 2023), the company operates as a niche, regulatory-aware incumbent in UK mortgage technology.
360 Dotnet firmographics
Firmographics- Name
- 360 Dotnet
- Legal name
- 360 Dot Net Limited
- Website
- https://360dotnet.co.uk
- Company type
- Private
- Founded year
- 2008
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- 360 Dotnet (trading as 360 Lifecycle) is a UK-based vertical SaaS provider of an integrated practice management platform — including CRM, client portal, and commission tools — for financial advisers and mortgage brokers across the UK.
- Ownership category
- akta.pro rank
Where 360 Dotnet is headquartered
LocationHeadquarters
- HQ city
- Leicester
- HQ country
- United Kingdom
- HQ region
- Europe
Offices3 records
Markets served
360 Dotnet business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Operations, Marketing or Sales, Infrastructure
Revenue model
- Subscription SaaS: 360 Lifecycle operates as a subscription-based software-as-a-service platform providing practice management tools to financial advisers and mortgage brokers in the UK.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Not disclosed | Quote-based pricing for advisers |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels6 records
360 Dotnet product offering
Product offeringCore offering
360 Lifecycle (operated by 360 Dot Net Limited) is a cloud-based, end-to-end practice management SaaS platform built specifically for UK financial advisers and mortgage brokers. It unifies client data capture (FactFind), CRM and appointment tracking (Advisor), workflow and reporting (Office), secure client engagement (Client Portal), and commission administration (Accounts) into a single integrated system with embedded integrations to mortgage sourcing, protection, and general insurance providers.
Product overview
360 Lifecycle is a complete end-to-end practice management system for financial advisers and mortgage brokers, built as a unified platform combining multiple modules. The core product suite consists of five integrated modules: FactFind (client data capture for mortgages, protection, and GI), Advisor (client management and appointment tracking), Office (administrative tasks and reporting), Client Portal (secure client engagement and document exchange), and Accounts (commission administration and payment management). All modules share a central data hub, enabling seamless information transfer between components—for example, data captured in FactFind flows directly to Advisor and Office. The platform is designed specifically for UK financial advisers and mortgage brokers, integrating with leading mortgage sourcing platforms (Twenty7Tec, Mortgage Brain), protection providers (UnderwriteMe, SortRefer), and general insurance solutions (Uinsure, Paymentshield).
Differentiator
Problem solved
Functional benefit
Brands
- FactFind: Client data capture tool for mortgages, protection and general insurance
- Advisor
- Office
- Client Portal
- Accounts
Products and services
- FactFind
Quantifiable outcome
- 20.4% year-on-year increase in Q3 lending activity
- +4 more outcomes
Companies that use 360 Dotnet
Customer profileNamed customers9 records
Segments3 records
Ideal customer profiles2 records
360 Dotnet technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration9 records
AI capability3 records
Feature9 records
360 Dotnet partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core.
- Alexander HallcoreAlexander Hall renewed their 3-year contract with 360 Lifecycle in 2023 after working closely with the business since 2018. The partnership ensures 360 Lifecycle's platform matches Alexander Hall's requirements to help drive the company forward.
- UnderwriteMecoreUnderwriteMe's Protection Platform was integrated into 360 Lifecycle from Q4 2023. This integration elevated the protection sales process for advisers by enabling seamless transfer of client data, underwriting decisions, and both standard and underwritten premiums.
- Twenty7TeccoreTwenty7Tec provides mortgage sourcing and affordability tools integrated into 360 Lifecycle. Their Affordability Module instantly retrieves results directly from lenders using their affordability calculations, eliminating the need to re-key data. Their Criteria Module delivers instant access to detailed lender criteria.
- Mortgage BraincoreMortgage Brain provides sourcing, criteria, and affordability tools integrated into 360 Lifecycle. Sourcing Brain platform offers side-by-side research across over 130 lenders and 98% of the market. Criteria Brain sources up to six criteria categories simultaneously with detailed data on over 75,000 criteria.
Scale indicators9 records
Recent moves7 records
Expansion highlights6 records
360 Dotnet competitors and assessment
Company assessmentDirect peers
- Intelliflo: Leading UK practice management SaaS for financial advisers and wealth managers, offering CRM, paraplanning, and back-office workflows. Directly comparable to 360 Lifecycle's Adviser/FactFind/Office/Accounts modules for the same UK IFA customer base.
- Mortgage Engine: UK mortgage broker CRM and case management platform with sourcing and protection integrations. Closely comparable to 360 Lifecycle's mortgage-specific advisory workflows and DA broker target segment.
- Touch Practice (Touch Financial Software): UK back-office and practice management system used by mortgage and financial advisers. Competes head-to-head with 360 Lifecycle in mid-market adviser firms and mortgage brokers.
- Distribution Technology (DST): UK provider of back-office and practice management software for IFAs and networks. A long-standing, comparable platform serving a similar adviser and network customer base to 360 Lifecycle.
Broad incumbents
- Iress: Established global financial software provider with a UK mortgage-sales-and-advice offering. Overlaps with 360 Lifecycle in adviser practice management but operates a much broader portfolio across wealth, trading, and market data.
- Salesforce Financial Services Cloud: Generic enterprise CRM with a financial services vertical package targeting wealth managers and advisers. Competes with 360 Lifecycle at the larger end of the UK adviser market where configurability and scale outweigh vertical depth.
Others
- Twenty7Tec: UK mortgage sourcing, criteria, and affordability platform integrated into 360 Lifecycle. An adjacent ecosystem participant whose data and tools are embedded inside 360 Lifecycle's adviser workflow.
- Mortgage Brain: UK mortgage sourcing, criteria, and affordability provider (Sourcing/Criteria/Affordability Brain). Currently a core integration partner of 360 Lifecycle that contributes functional parity to 360 Lifecycle's mortgage sourcing experience.
- UnderwriteMe: Protection platform providing underwriting decisions and premiums that integrate into 360 Lifecycle's Adviser module. A strategic adjacent partner extending 360 Lifecycle into the protection sales workflow.
- HubSpot: General-purpose CRM and marketing automation platform frequently adopted by smaller adviser firms. Does not offer the vertical mortgage-sourcing or compliance depth that 360 Lifecycle provides, but competes for budget at the long-tail end of the UK adviser market.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks7 records
Key highlights7 records
Customer concentration
360 Dotnet social profiles
Digital presence360 Dotnet compliance and trust
Trust signalCompliance2 records
360 Dotnet financial estimates
Financial estimateRevenue estimate
Valuation estimate
360 Dotnet leadership team
Management profileNumber of profiles
Profiles6 records
360 Dotnet funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
360 Dotnet M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about 360 Dotnet
What does 360 Dotnet do?
360 Lifecycle (operated by 360 Dot Net Limited) is a cloud-based, end-to-end practice management SaaS platform built specifically for UK financial advisers and mortgage brokers. It unifies client data capture (FactFind), CRM and appointment tracking (Advisor), workflow and reporting (Office), secure client engagement (Client Portal), and commission administration (Accounts) into a single integrated system with embedded integrations to mortgage sourcing, protection, and general insurance providers.
Is 360 Dotnet a public or private company?
360 Dotnet is a private company. It is classified as venture growth investor backed and is currently operating.
When was 360 Dotnet founded?
360 Dotnet was founded in 2008. It employs 11 to 50 people.
Where is 360 Dotnet based?
360 Dotnet is headquartered in Leicester, United Kingdom, in the Europe region.
How does 360 Dotnet make money?
One revenue line is on record: subscription SaaS.
Who are 360 Dotnet's main competitors?
Direct peers on record are Intelliflo, Mortgage Engine, Touch Practice (Touch Financial Software) and Distribution Technology (DST). Broad incumbents are Iress and Salesforce Financial Services Cloud. Others are Twenty7Tec, Mortgage Brain, UnderwriteMe and HubSpot.
Does 360 Dotnet have an API?
Yes. 360 Lifecycle provides a Webservice API that restricts data access through two API keys to control access for the integrator and AR (approved referee). This enables third-party systems to integrate with 360 Lifecycle for data exchange purposes.