360 Relationships review
A compliance-focused relationship CRM with risk workflows and annual plans from CHF 3,000.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
360 Relationships is a customer relationship management platform from Swiss software developer 360core for banks, financial institutions and other obliged entities. It brings individual and organizational profiles together with AML and sanctions-related risk assessment, ownership-structure visualization, periodic reviews, regulatory reporting and compliance case management. Its scope makes it a fit for teams whose relationship records need to support regulatory and ongoing compliance work, rather than a general-purpose sales CRM.
According to the vendor's pricing page, annual pricing starts at CHF 3,000 for asset managers, fintech and crypto asset service providers, trustees, with up to 500 business relationships per year. The CHF 5,000 plan covers dealers, lawyers, crowdfunders, real estate, gambling and sports clubs, and allows up to 5,000 relationships per year. Banks, PSPs, crypto asset service providers and global enterprises are listed under the CHF 8,000 annual plan, which allows unlimited relationships. The tiers therefore differ both by organization type and relationship volume; buyers should match the listed allowance to their expected annual workload.
The compliance workflow is the product's clearest distinction: business-wide risk assessment, dashboards and regulatory reporting sit alongside configurable risk factors and thresholds, review email notifications, role-based access, activity reporting, retention scheduling and legal holds. Native connectors link it to 360 Documents, 360 Screenings and 360 Signatures. The product is offered as a cloud service with web, desktop and mobile access, and email and phone support are listed. Choose it when compliance-led relationship management and those 360 integrations matter; organizations seeking a broad general CRM or a simpler contact database may find this regulatory focus unnecessary.
360 Relationships pros and cons
- Where it wins
- Combines customer and business-wide risk assessment with regulatory reporting
- Maps ownership structures and supports periodic reviews and compliance cases
- Connects natively to 360 Documents, 360 Screenings and 360 Signatures
- Where it doesn't
- Annual plans cap relationships at 500 or 5,000 in the two lower tiers
- The CHF 8,000 annual tier is required for unlimited relationships
- The service is oriented to regulated financial workflows rather than general-purpose CRM
360 Relationships fact sheet, pricing and score →
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