RL360 Plan View

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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

Plan view

Both you and your clients can track plans using our comprehensive plan view screens.

Plan view

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See what we see, see what your client sees

Once you have clicked on a plan from the adviser dashboard, you'll be transported to the plan view screen which is broken down into a number of different sections. These sections should provide you with everything you need to keep track of a plan, and are virtually identical to those your client can access.

Click on the headings in red below to reveal more details about the individual sections available. Simply click on any of the images to enlarge them.

Plan summary

Valuation screens

Transaction screens

History screens

Client details screen

Adviser details screen

As you'll see the plan view provides a comprehensive overview of activity for every plan. Further enhancements will be coming soon