New Leaf confirmed that client engagement and network payment processing were fundamental factors in their decision making process of selecting a technology partner.
360 Dot Net revealed that the New Leaf Distribution network have deployed the full 360 lifecycle practice management solution with FactFind, integrated sourcing, Client Portal and the 360 Accounts package to its 200 members.
New Leaf confirmed that client engagement and network payment processing were fundamental factors in their decision making process of selecting a technology partner.
Carlos Thibaut, chief executive of 360 Dot Net, said: “New Leaf were looking to satisfy a number of key and complex requirements. I’m pleased that we are able to provide them with this – not only meeting those requirements but exceeding them with our client-focussed products.”
Mark Hobbs, managing director of New Leaf Distribution, added: “A network should not only support its members, it should ensure they have the best training and tools to advise their clients.
“We saw that 360 were not only capable of providing us with the software to achieve that, but recognised that client engagement is key for advisers to embrace going into the future.”
