threesixty services

threesixty provides a flexible, menu-based approach to services, tailoring support to meet client’s exact needs and budgets. Unlike other support providers, threesixty is solely funded by clients, not third parties. threesixty maintains a fee-based model unaffected by a firm’s turnover or number of advisers. Clients have access to an unmatched range of online resources, including guidance, templates, product and fund research and due diligence, CPD services, and direct helpdesk support. All consultants providing compliance and technical support are at least level 4 qualified. Many are Chartered, some are Level 7 and STEP qualified. threesixty also has experts in discretionary management and CISI PCIAM qualified specialists. In 2023, threesixty’s Net Promoter Score was a ‘world class’ 87, based on 463 unique client feedback survey responses, representing 304 unique firms.