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Welcome to RL360's

dedicated financial adviser website

For financial advisers only

Not to be distributed to, or relied on by, retail clients

Illustrations

Wherever you are in the world, online or offline you should only be a few clicks or taps away from being able to quote on our products.

Section navigation

PC, Mac, Tablet and Phone (if you really want)...

As you will be aware, we have a downloadable version of our illustration system available for LifePlan, Oracle, Paragon and Quantum. However, we also have an online version too. Naturally the downloadable version has it's merits because you can use it offline on a PC when you don't have an internet connection. Unfortunately it only supports PC's and not Mac computers. That's where the online version comes in.


The online illustrations are browser based, so broadly speaking any device that has a browser and the ability to open PDF documents will be capable of running an illustration. You will need to be online, but then again data connections are now far more prevalent than they've ever been.


To access the online version you will need:

  • An internet connection
  • A device with a browser that has javascript enabled and can read PDFs
  • An Online Service Centre username and password
  • Permission to use our illustration systems (your administrator can activate this)

Click the product that you wish to illustrate to your client from one of the options below, and follow the instructions on how to access our illustration systems.


PIMS, Regular Savings Plan & Regular Savings Plan Malaysia


Take advantage of our innovative new illustration system, designed in conjunction with leading digital transformation partner Intive.


To provide an illustration for our new Regular savings plan, Regular Savings Plan Malaysia, or PIMS, you’ll need to access the new online illustration system by logging into the Online Services Centre.


To do this, you’ll need to register as a user of the Online Servicing Centre.

Click here to Register.



Once registered as a user, you can then start to produce illustrations for your clients. The new technology can help you service your clients better by retaining a history of every illustration you produce, stored away in handy individual client specific folders.


Reprint an illustration that you previously provided or use the “ADD SIMILAR” facility to recreate an existing illustration which you can then tweak to find alternative outcomes without having to re-enter every detail from scratch.


Our new illustration system is brimming with new features which should make things clearer when discussing scenarios and costs with your client. Here’s a few of those new features below, just to pique your interest.


Lifeplan & Lifeplan Lebanon


Download

To provide an illustration for Lifeplan or Lifeplan Lebanon simply follow the link below to download the illustration system.


http://www.rl360adviser.com/generic/ins/RL360_Illustrations.exe


Online

You can also prepare illustrations through your adviser dashboard accessed through the Online Servicing Centre.

https://service.rl360.com/scripts/staff.cgi/SC/


Once you’ve logged into the Online Servicing Centre, simply click the “ILLUSTRATION” heading in the grey banner and you’ll be directed to Online Illustration section.


Either enter new details from scratch or restore a previous session.


During 2019, Lifeplan and Lifeplan Lebanon will be moving to the new illustration platform and users can benefit from the new features available. Remember to keep accessing the Online Servicing Centre for news about this and other developments.


Oracle


Download

To provide an illustration for an Oracle simply follow the link below to download the illustration system.

http://www.rl360adviser.com/generic/ins/RL360_Illustrations.exe


Online

You can also prepare illustrations through your adviser dashboard accessed through the Online Servicing Centre.

https://service.rl360.com/scripts/staff.cgi/SC/


Once you’ve logged into the Online Servicing Centre, simply click the “ILLUSTRATION” heading in the grey banner and you’ll be directed to Online Illustration section.


Either enter new details from scratch or restore a previous session.


During 2019, Oracle will be moving to the new illustration platform and users can benefit from the new features available. Remember to keep accessing the Online Servicing Centre for news about this and other developments.