Articles on: Settings

Seccl Integration: Generating Illustrations

With the Seccl-Plannr Integration, you can generate illustrations from your Plannr site. To do this you will need to have the addon setup with clients synced, more on this can be found here.

Mapping Nodes



Once your addon is setup, you will need to map your existing advisers to their ' Node ID' with Seccl. This can be found in the mapping tab of the addon.

You only need to do this for Advisers within the firm that you plan on running illustrations for



Generating an Illustration



With the Seccl Integration, you're able to produce a Seccl Platform Illustration from within a Client Record.

At the moment, this is just for Investments, though Pensions is currently in development.

Firstly, navigate to the desired Client record. From here, select Add New then Illustration.


The following modal then appears allowing you to configure your illustration.

First, select the platform you want to use. As we only have Seccl enabled on this site, it is our only option here.


Once selected, the various options for an illustration will appear, these include:

Illustration Name / Label
Business / Adviser
Wrapper Type - ISA, GIA or JISA
Investment Strategy - You can select whether a Model is being used for the illustration, or whether you want to use individual Assets.

If you select Model, a box will appear stating 'Using which model portfolio'. If you select Assets, a search box will appear for you to search for the assets you want to use for the illustration

Start date
Plan term in years
Value of other Seccl platform holdings (£)
Discretionary Management Charge (%)
Firm FCA number - Pick relevant FCA number
Adviser Charges (£ and %) - You can input the relevant Initial and Ongoing Charges for the illustration here
The ability to enable tiered charges (if applicable)
Initial payment into the account, for the illustration

You then have the option to input the following:

Single Payments
Regular Payments
Single Withdrawals
Regular Withdrawals

Once you've filled in all the relevant information for your illustration, click Save from the bottom of the modal.


Once saved, you'll be taken to the illustration page, where you can see it generating.


Once generated, the status will update to reflect this.


You will be able to access the PDF of the illustration via the Files tab. Click to download.


Please note, in order to run an illustration the Client must have a title and email address associated

Updated on: 16/12/2024

Was this article helpful?

Share your feedback

Cancel

Thank you!