Investment illustrations that actually reflect reality? That’s Illustrate.
A high‑performance illustration engine enabling advisers and investors to generate fast, accurate and compliant projections across pensions and investments.
Illustrate
Accurate, compliant illustrations across the customer lifecycle
Illustrate automates the production of branded, FCA-compliant illustrations for pre-sales, post-sales and annual regulatory reporting. Supporting pensions, ISAs and GIAs, the platform enables firms to generate highly accurate investment projections through a configurable, API-enabled illustration engine. Whether integrated with Composer, Catalyst or an existing back-office platform, Illustrate helps streamline processes, improve accuracy and eliminate the manual effort associated with re-keying data and producing customer documentation.
Improve illustration accuracy
Generate projections using transaction-level modelling that reflects how products are administered in practice, helping deliver more realistic and reliable outcomes.
Streamline customer and adviser journeys
Enable instant illustration generation during onboarding, product servicing and review processes, reducing delays and manual intervention.
Meet regulatory obligations efficiently
Support pre-sales, post-sales and annual reporting requirements through consistent, compliant data outputs to enable branded document composition.
Scale reporting and document production
Generate illustrations in real time or process large volumes of annual reports in batch, supporting high-volume operational environments.
Key Features
Real-world investment modelling
Illustrate uses transaction-level modelling to project contributions, fees, purchases and sales, reflecting how products operate on a day-to-day basis.
Broad illustration coverage
Support pension accumulation, drawdown, UFPLS, transfers, annual reviews, ISAs, JISAs and GIAs through a single illustration engine.
Flexible projection methodologies
Support multiple asset growth methodologies, including individual asset, blended and cash top-up projections, to suit different investment propositions.
Configurable data output options
Generate branded PDF documents or structured data outputs for downstream document composition and digital journeys.
Self-service configuration
Update illustration calculations, assumptions and document messaging without requiring system development or changes to core administration processes.
API-enabled integration
Integrate with Composer, digital portals, or third-party administration platforms through APIs, messaging services and automated workflows.
Accurate compliant illustrations across the customer lifestyle
Illustrate automates the production of branded illustrations for pre-sales, post-sales and annual regulatory reporting, supporting pensions, ISAs and GIAs without re-keying or manual effort.
Working In Harmony
Elevate Illustrate with our eco-system of digital wealth management products.
GBST has a whole suite of complimentary SaaS products to streamline and enhance your wealth management systems.
Benefit from modern illustration technology for wealth and pensions
Automate pre-sales, post-sales and annual reporting through a single configurable illustration engine.