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Market leader for regulatory disclosure and illustrations

We provide over half the illustrations in the retail platform market
Used by more than a quarter of the SIPP market
Meeting your unique and exact needs

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"To have a technology provider who is advising us on the implications of future regulation and reforms was a breath of fresh air for me."

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"We want to continuously improve our services to our customers and Dunstan Thomas is central to this journey."

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"Working with Dunstan Thomas helps us build greater administrative efficiency which will improve the experience we offer both clients and advisers."

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"Their constant proactivity and consultancy approach makes them really stand out for us."

Strategic relationships with some of the best names in the market

Supporting great financial advice for over 35 years by building exceptional software solutions.

Not only responding to regulation but to emerging best practice

  • MiFID II ex-ante illustrations

  • UFPLS illustrations

  • Contemporary Documents

  • Drip Feed Drawdown illustrations

  • Comparative illustrations

  • Crystal Mark

  • Pre/Post-sales new business

Unique solutions delivered by flexible components

  • Integration

  • Configuration

  • Portfolio Creation

  • Pension Legislation

  • User Hierarchy

  • Calculation Engine

  • Fund data imports

Part of a comprehensive range of modular solutions

Imago is a suite of fully integrated solutions that provide savings and retirement modelling tools, illustration and review systems, client portals, dashboards, and policy administration systems.


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  • Benefits of salary sacrifice

  • Illustrates objectives and decisions

  • Full retirement income modelling


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  • Pensions, saving and investments

  • Pre-sale, post-sale and annual reviews

  • Supporting providers, platforms & wealth managers


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  • Adviser; client and administrator views

  • Secure messaging between all parties

  • Access to full policy details and transactions


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  • Personal pensions, SIPP, SSAS and group markets

  • Open APIs to support extensibility and integration

  • Full outsourced administration service option


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  • Access data from multiple sources

  • Bulk production and delivery of annual statements

  • Reporting, digitising and analysing

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