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Imago Illustrations

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Overview

Imago Illustrations is the market leading illustrations solution for wealth managers, platforms and providers. Imago Illustrations is a configurable, powerful and scalable solution for delivering illustrations, disclosure and reporting solutions to meet the unique and personalised needs of product providers, platforms and advisers that makes the complex understandable with exceptional user experiences.

Imago Illustrations has drawn on the best of modern web designs, and years of experience building illustration tools. It provides an “at a glance” single web page view to deliver an efficient, easy to use, yet powerful and configurable illustration solution.

Key Features

Imago Illustrations delivers illustrations providing:

  • Pre-sales new business
  • Post-sale new business
  • Top up/existing business
  • Review/existing business
  • Annual projections
  • SMPI
  • Flexible Access Drawdown
  • UFPLS illustrations
  • MiFID II illustrations
  • Comparative illustrations
  • Drip Feed Drawdown illustrations

A full list of features is included in the Functional Datasheet, available as an attachment to this page or through the Imago Illustrations page on our website.

Key Benefits

  • Production of fully compliant Pensions, Savings, Lifetime ISA, MIFID II (ex-ante), UFPLS & Bond illustrations for individual clients

• Flexi-Access drawdown illustrations

• Capped drawdown illustrations

• New and existing business illustrations

• Ability to produce projections on a nominal or real terms (inflation adjusted) basis

• All illustration inputs and results intuitively displayed on a single web page for an enhanced user experience

• Best of breed calculation engine

• Ability to integrate with third party applications to inhale and exhale data

Media

Brochures

製品/サービス名 details