Configurable and scalable API enabled illustrations

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Illustrate

API enabled engine for sub-second illustrations, empowering advisers and investors with highly accurate projections

Sub-second illustration engine

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.

Inputs: Presales - SOAP Web Service and Rest API. Automated - Message Queue. Arrow down
Illustration Engine: Wrappers supported include GIA,ISA,JISA,SIPP and Drawdown. Illustration types include Accumulation, Full/partial drawdown and UFPLS. Contribution types include Member and/or employer. Contribution source include single, regular, transfer in or combination of all. Configurable
Flexible output: XML. JSON arrow down Document Production

 

Real world illustrations

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.

Save valuable time

Meet your regulatory obligations in the most efficient way with these features:

  • Self-service configuration – make immediate updates to illustration calculations and the messaging on your documents
  • Rapid onboarding – allow advisers and investors to generate illustrations in less than half a second
  • Fast batch reporting at scale – generate 20,000 illustrations in just 20 minutes to reduce time spent on annual reporting
  • Connected systems – streamline processes and avoid errors with investment data flowing through our integrated systems

Financial services technology moves fast, so we’re investing in our Composer platform to make sure it stays ahead of the game…

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