360 Advisor is the award winning CRM system, designed for financial advisers. With a proven track record of efficient client management and appointment tracking, advisers will have the ability to create new opportunities and build on existing ones to further strengthen the relationship with clients.

We design, develop and implement unified software solutions for the financial services industry. Whether you’re trading on global financial markets, managing investments, providing mortgages or helping your clients plan their financial future; you can rely on our software, and our team, to deliver real outcomes for your business and your clients. Our complete end-to-end solutions enable you to engage and service your clients across all channels, achieve operational efficiencies, make considered decisions, in addition to monitoring and managing risk. What’s more, we don’t believe in a one-size-fits-all approach. Our solutions flex to your business and commercial objectives – from standardised out-of-the-box implementations to fully tailored solutions. Our proven technology, expertise and implementation track record means that businesses of all sizes chose to partner with us – from the world’s most iconic financial services brands to small business entrepreneurs. Above all else, we have an unwavering focus on what’s most important: deliver outcomes today, develop for tomorrow and design for the future.The Exchange Trigold ProspectorXPLAN Mortgage Websites & WebtoolsDigital MortgagesAPI - Mortgage & Protection

I provide holistic advice and guidance to Businesses and Individuals regarding Financial Protection. I am considered a specialist with in depth knowledge of the following areas - Key Man InsuranceShare Holder ProtectionBusiness Trusts Death In Service InsuranceGroup Employee Health BenefitsTax Efficient Life InsuranceIncome ProtectionCritical IllnessEx-Pat InsuranceGift Inter VivosLocum Insurance

I offer technical and expert advice on the following -Buisness Protection Insurance Shareholder Protection InsuranceKeyPerson InsuranceGroup Risk - Life / Income ProtectionTax Efficient Insurance Products Inheritance Tax AdviceGift Inter Vivos Life Insurance Trust Advice