Our API enabled Illustrate engine automates the production of branded, FCA compliant illustrations to help investors visualise the growth of their investments. Illustrate caters for pre and post-sales illustrations and annual regulatory illustrations across pensions, GIAs and ISAs for both new and existing investors.
No need to licence a separate third party illustration tool as Illustrate comes pre-integrated into Composer and Catalyst for maximum efficiency and accuracy. Illustration outputs are available as raw data via an electronic message or as a ready to view formatted document.
Illustrate produces a highly accurate projection of investments using a system of ‘diary entries’ to model events such as contributions, purchases and sales of investments that occur within an account on a daily basis.
The underlying calculation model in Illustrate imitates how the product would actually be administered on Composer.
Your clients will receive the most accurate projections possible for their investments which helps build trust and long-term relationships with your brand.
Meet your regulatory obligations in the most efficient way with these features:
Financial services technology moves fast, so we’re investing in our Composer platform to make sure it stays ahead of the game…
Our Composer technology helps mutual funds, pension providers (including 401k) and investment platforms improve flexibility, efficiency and integration
Our Catalyst digital wealth management platform delivers flexible and customisable online experiences, processed straight through to the back office