Case Studies

ATS - Illustrations for Adviser through extranet

Alliance Trust has selected the Imago Illustrations platform from Dunstan Thomas to implement a Pension Illustration Service that will support advisers in the rapidly expanding SIPP and drawdown market. The platform is delivered through the dedicated adviser section of the Alliance Trust website to provide new business illustrations, enabling advisers to provide better information and advice to their clients.

Imago Illustrations is secure, easy to use and is delivered as a website that can be used on its own or integrated into other websites and platforms to create a seamless interface for users. Using the latest SOA technologies, Imago supports integration using XML messaging enabling it to support straight through processing requirements.

Chris Read from Dunstan Thomas says: “The Imago Illustrations platform is a mature platform that has evolved with the latest technologies to provide Alliance Trust with the most flexible and efficient illustrations tool on the market today for complex pension scenarios.”

Ian Dawson of Alliance Trust comments: "We are very excited about the Pension Illustration Service as it will radically reduce the amount of time that advisers and brokers currently spend on obtaining illustrations to a matter of minutes. This will provide a much better service for everyone.