Bespoke financial illustrations for your clients and their advisers
Our automated platform allows your clients or their advisers to generate beautiful, bespoke financial illustrations. Save your analysts time whilst creating more leads and increasing sales.
How does it work?
We onboard your spreadsheet models onto our secure platform and provide a user friendly, fully branded form for your clients or their advisers to request an illustration.
Illustrations are generated and available immediately as beautiful, fully branded, professionally designed PDFs. The illustrations can be downloaded. A secure link is also sent by email. Optional integrations with your CRM create or update contact and lead records to provide an automated sales funnel.
A secure portal allows you to see all illustration requests as well as adjust any model parameters.
Pricing
Trial
Best for trying out the platform
Free
Book a demo
Book a demo today to see how Illustrations Cloud can transform your offering to your clients and their advisers. Simply enter your details and we'll be in touch to arrange a demo shortly.
Features
Everything you need to provide beautiful, bespoke financial illustrations to your clients and their advisers. Need something you don't see here? Get in touch.
Securely hosted models
Your spreadsheet models converted by us for use on the web, securely hosted on the Illustrations Cloud platform.
Customisable, branded forms
Autogenerated, fully customisable, user friendly, fully branded forms for your clients or their advisers to request an illustration.
Beautiful, bespoke illustrations
Instantly generated, beautiful, fully branded, professionally designed illustrations. Downloadable PDF is displayed online and sent by email.
Integrated with your CRM
Illustration requests can create or update contacts and leads in your CRM, automating the sales funnel.
Integrated with your website
Seamless integration with your existing website ensures a smooth user experience for your clients and their advisers.
Secure administration portal
A secure admin portal to view your illustration requests and to manage your users and model parameters.
FAQs
Our most frequently asked questions are below