We have added the ability to clone existing illustrations in the professional portal. This allows users to re-create similar illustrations for different customers, for a more efficient and user-friendly process requiring less data entry. 

To clone an Illustration simply select the the Illustrations tab and click on the illustration you’d like to clone.

Select the ‘Clone’ button at the top right-hand side. 

This creates a new illustration page, pre-populated with the existing details which can be edited as required.

Further information on Illustrations can be found using the below links:

- Creating an illustration for an existing client – Söderberg & Partners Wealth Management

- Creating a new client via illustration – Söderberg & Partners Wealth Management