Douglas, IM2 2SP,
Isle of Man
RL360 Technographics
RL360 Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by RL360 and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 570 RL360 employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that RL360 has purchased the following applications: Zoom for Audio Video and Web Conferencing in 2020, Intuit Mailchimp for Marketing Automation in 2016, FRS Invest Pro Wealth Management for Asset and Wealth Management in 2011 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems RL360 is running and its propensity to invest more and deepen its relationship with Zoom Video Communications , Salesforce , Intuit or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing RL360 revenues, which have grown to $139.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for RL360 intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
RL360 Tech Stack and Enterprise Applications
RL360 Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zoom Video Communications | Legacy | Zoom | Audio Video and Web Conferencing | Collaboration | n/a | 2020 | 2020 |
In 2020, RL360 deployed Zoom for Audio Video and Web Conferencing and embedded Zoom on its public website to support external client engagement. The implementation emphasizes browser based video meetings and webinar capabilities to enable remote advisor consultations, virtual client meetings, and group presentations. Zoom is surfaced through on site embedding and integrated scheduling flows to provide audio and video conferencing, screen sharing, and browser join for clients.
The operational scope targets customer facing and distribution functions within RL360's Isle of Man operations, aligning the Zoom application with client service and sales workflows. Configuration focused on centralized user provisioning, standardized meeting templates, and meeting security controls to address insurance sector compliance and client privacy requirements. Governance and rollout prioritized phased enablement for advisers and client services teams while maintaining the Zoom application and the Audio Video and Web Conferencing category as the primary tool for remote client engagement.
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Collaboration | Collaboration |
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2022 | 2022 |
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RL360 CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Mailchimp | Marketing Automation | CRM | n/a | 2016 | 2016 |
In 2016, RL360 implemented Intuit Mailchimp as their Marketing Automation solution. Intuit Mailchimp is embedded on the RL360 public website to capture subscribers, power email distribution, and host campaign signup forms. The deployment focuses on digital marketing and customer communications managed by the company marketing team.
Configuration emphasis included audience management, list segmentation, template driven campaign creation, automated campaign workflows and tracking for opens and clicks. Integrations are limited to the website presence and form capture for subscriber management, with consent and subscription settings configured to align with marketing operations. Governance was established through centralized campaign scheduling and approval workflows under marketing stewardship, enabling consistent campaign orchestration across RL360 digital channels.
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Tag Management | CRM |
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2022 | 2022 |
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RL360 Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Financial Risk Solutions | Legacy | FRS Invest Pro Wealth Management | Asset and Wealth Management | Investment Management | n/a | 2011 | 2012 |
In 2011, RL360 implemented FRS Invest Pro Wealth Management to modernise investment operations and fund pricing. The Asset and Wealth Management deployment targeted back-office investment administration, specifically investment accounting, fund administration and fund pricing across the Isle of Man and EMEA.
Implementation centered on FRS Invest Pro Wealth Management as a back-office investment administration platform, configured for investment accounting ledgers, fund valuation workflows and price publication processes. Functional modules implemented included investment accounting, fund administration and pricing engines, with operational workflows aligned to insurance investment administration practices.
Rollout covered the firm’s investment operations teams in the Isle of Man and extended into EMEA, accompanied by process standardization for fund pricing and accounting controls. The project was recognized in industry awards and reported by RL360 in 2012, and Financial Risk Solutions case listings state the deployment delivered material efficiency gains and significant cost reductions in investment administration.
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Portfolio and Investment Management | Investment Management |
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2018 | 2018 |
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Trade Order Management System (TOMS) | Investment Management |
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2013 | 2014 |
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RL360 CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Identity and Access Management (IAM) | CyberSecurity |
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2022 | 2022 |
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IT Decision Makers and Key Stakeholders at RL360
| First Name | Last Name | Title | Function | Department | Phone | |
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Chief Executive Officer | CXO | Finance | |
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Finance Operations Relationship Manager | Manager | Finance | |
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Apps Being Evaluated by RL360 Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||