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Submitted by jeremyb on Fri, 11/24/2023 - 15:23
Hands typing on laptop, with blue text appearing on the left: “eVision Investment Illustrator, A readily accessible, professional portfolio construction solution for Empire Life segregated funds”.

A blue arrow encircling a green coin marked with a dollar-sign in the center.

Experience the NEW eVision Investment Illustrator

The NEW eVision Investment Illustrator puts the power of portfolio construction at your fingertips. Build and test new portfolios and prepare professional reports for clients and prospects.

Features include:

Built-in risk profile assessment

  • Use the questionnaire or select from a list of pre-determined profiles to help start the portfolio construction process.
Start an illustration

By selecting this, I acknowledge that I am
licensed to sell segregated funds.

Three squares with decorative icons displaying the text: “Make a selection from the options below”.
Two graphs stacked on top of each other, the first showing an investment growth line-chart followed by an asset allocation multi-coloured pie chart.

Robust set of illustrations

  • Help clients understand how the selected investments have historically performed and clearly see where the opportunities and challenges exist.
Start an illustration

By selecting this, I acknowledge that I am
licensed to sell segregated funds.

Available Illustrations

  • Equity Allocation
  • Fixed Income Allocation
  • 3 and 5 year Rolling returns
  • Risk/Return
  • Annualized and Calendar returns
  • Consolidated Fees
  • and many more

Graphs

A laptop showing text, a multi-coloured pie-chart and form fields on the screen.

Modern Design

  • Responsive design making the use and development of illustrations simple, fast and easy.
Start an illustration

By selecting this, I acknowledge that I am
licensed to sell segregated funds.

Preview of an inside of a report displaying five pages of various graphs, data tables and pie charts.

 

 

 

 

Professional output

  • Finish off the process by reviewing a professional report that can be used with clients and prospects.
Start an illustration

By selecting this, I acknowledge that I am
licensed to sell segregated funds.

Watch the how to video to familiarize yourself with all the features

FOR ADVISOR USE ONLY The use of this tool is for illustrative purposes only. It is not intended to provide specific financial, investment, tax, legal or other advice to you. You should consult with a qualified professional to ensure that your own circumstances have been properly considered and any action you take is based on the latest available information. The Empire Life Insurance Company assumes no responsibility for any reliance made on or misuse or omissions of the information provided by this tool. Any projected returns presented are only estimates based on the information selected by you and are based on assumptions that may turn out to be inaccurate or inapplicable. Historical rates of return should not be relied upon as past performance is not indicative of future performance.

A description of the key features of the individual variable insurance contract is contained in the Information Folder for the product being considered. Any amount that is allocated to a Segregated Fund is invested at the risk of the contract owner and may increase or decrease in value.

Policies are issued by The Empire Life Insurance Company.

® Registered trademark of The Empire Life Insurance Company.