Client reports


How to generate a Contributions & Withdrawals report

Read our step by step process to help you generate a Contributions and Withdrawals report with Elevate.

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Your guide to Portfolioscan™ 2.1

How to create Portfolioscan™ reports that show clear and in-depth analysis of your client’s Elevate portfolio or individual product wrappers.

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Administrator duties


Resetting passwords

Information on what to do if you forget your password or if your account is locked

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Watch our video guide



Setting up and managing alerts

Find out how to choose which client alerts you receive through Elevate and how to check and manage these.

Read the PDF guide

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