Elevate development priorities

We're investing in our platforms to strengthen and enhance the experience we deliver for you and your clients.

Your business and the needs of your clients are evolving, and so, in turn, you should expect more from your platform provider to help you respond to changing demands. The focus for the next 12 months for Elevate, advisers will see enhanced investment options and advanced platform user experience.

Optimising your business

Better systems integration saving time and reducing business risk

Development

  • Extending the reach of back office integration
  • Two way pre- and re-population
  • Extended coverage of back office providers

Enhancing the client experience

Development

Clear and relevant client portfolio reporting

  • Enhanced reporting of adviser portfolios
  • Clearer labelling convention and graphical representation
  • New configuration options

Supporting effective tax and financial planning

Improved ability to maximise client tax benefits through new tooling and functional enhancements

Development

  • One and done – GIA to ISA journey
  • New financial planning and tax management toolkit

Enabling portfolio management transformation

More investment choice and flexibility through extending the universe of investment options available including new DFM proposition.

Development

  • Access to wider range of DFMs
  • Ability to mix and match different investment approaches (Multi-manager, DFM, Adviser models)
  • ‘Elevate-only’ investment options