User Guides and tools | RL360 Adviser

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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

User guides and tools

Be more informed with our user guides and access handy calculators which can help you estimate how much your clients would need to save to reach their investment goals and understand what the impact of inflation can have on their savings.

User guides

Fund Centre User Guide

Get the most out of our free, interactive fund centres by reading our user guide. Understand how easy it is to monitor performance of the funds your clients already invest in or research new options for them. Discover how to filter and then shortlist fund options based on your criteria, create a fund performance graph, produce a fund performance bulletin and examine fund performance statistics using three different measures.

The fund centres are for our products with a defined fund range.

A guide to understanding the Portfolio X-Ray Report

This guide describes how to make use of the Portfolio X-Ray report and explains a little more about each section of the Portfolio X-Ray report to help you better understand the elements that affect the composition of a portfolio.