What is PMX Illustrator (WealthExplorer™ Illustrator) ?

The key difference is that Illustrator removes the ability to mandate a portfolio (i.e. a transaction can't be created). The options reflected are our fund ranges (MAC and Global) then implementation of a portfolio is done directly on platform. 

This version is designed to support advisers with allocating to PMX funds with a link to the Financial Personality Assessment (FPA), helping to facilitate more effective client conversations and improve understanding of risk and investment positioning.

Overall, PMX Illustrator offers a streamlined, user-friendly experience, delivering the essential benefits of PMX technology without the complexity of full portfolio modelling or bespoke capabilities. This system is effectively what ' PMX Edge' then become. It is a legacy system that will be phased out. If you hear ' Illustrator' think funds only, no ability to mandate, just a tool to ' illustrate a portfolio' .