The value of investments can go down as well as up, and the investors could get back less than was paid in.

What you get from Elevate

Elevate is a simple, intuitive and efficient platform, designed to be fully embedded into your adviser business or used on demand as a solution for a particular client need. Here’s some of what Elevate can offer:

Diversification

One-stop-shop

Elevate covers all core tax wrappers and investment choices so that it can cater to a large range of financial planning needs that your clients may have.

price tag

Competitive price

Our simple and transparent pricing structure offers excellent value for clients. We also offer family discounts and there’s no exit, switch or additional charges.

Perfromance

Detailed reports

Now you can track your clients' investments in an instant. Our comprehensive reporting options can be tailored to your needs and the needs of your clients. You can even add your own branding.

Flexible

Range of investment solutions

Access thousands of funds, including discounted share classes, multi-asset funds and Separately Managed Accounts. We have an investment option to suit many client needs.

cash statement

Pre-funding

We pre-fund contributions, tax relief and fund switches with our money while client funds are clearing. This means your client won’t have a few days out of the market, which could have an impact on the value of their investment.

DNA Helix

Constant development

As a business, we continually invest in Elevate to provide new functionality to help your business be successful and provide a great advice experience to clients.

Elevate is award-winning and highly-rated

  • Elevate rating

    AdviserAsset

    Elevate has been rated platinum for the last 3 years by AdviserAsset.
  • AKG rating

    AKG

    Elevate is "A" rated for financial strength by AKG.
  • defaqto awards

    Defaqto

    Elevate platform received a 5 Star rating from Defaqto as well as a Gold rating for platform service.
  • Schroders best platform 25 billion

    Schroders UK Platform Awards

    Voted Best Platform Provider (AUM up to £25bn) in the Schroders UK Platform Awards.

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