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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:
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.
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.
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.
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.
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.
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.
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