The world of investments keeps changing. Clients demand more. Regulations change. You need a platform that keeps you up to date and ready to meet tomorrow's challenges. That's why we keep updating Elevate so that it's better for you and your clients.
As part of our latest enhancements, we're making Elevate even easier to use.
Following adviser feedback, we've upgraded our Portfolioscan™ client reporting tool to offer accurate and comprehensive reporting options from Elevate. Portfolioscan™ 2.1 now includes:
These enhancements help us to offer powerful reporting and analysis that you can rely on. Reports can be generated quickly and easily from the platform and you can even select dual branding with your adviser firm details if you like.
Portfolioscan™ supports client conversations by providing clear and simple visual portfolio analysis. The modular format means that you can easily tailor reports depending on client need and insert your own commentary, adding value to the overall client experience.
Download the help guide for more details.
These latest updates enable us to implement tax year changes effective from 6 April 2020 and introduce a number of enhancements that improve the performance of the platform, providing continued scalability to support you and your clients.
Regulatory changes to our Key Features Illustration for the Elevate Pension Investment Account will be available in May, providing clients with a new front page summary of key information to help make income drawdown less confusing and encourage customers to be more engaged with their pensions pots . Key Features Illustrations will now be available when the client is in drawdown, takes an UFPLS or starts taking income. The new summary information will show an overview of the Elevate PIA including benefits selected for the next year, what the plan value might be at 5, 10 years and at retirement and the impact of charges on the whole pot. You can find more information in this document.
We’ve completed the Elevate reprice for existing clients and delivered updates to meet new regulatory requirements.
The latest enhancements include:
The latest enhancements to the Elevate platform increase our ability to support the growth of your business in the years to come.
The release includes:
These latest updates enable us to implement tax year changes that will be effective from 6 April 2019.
More details about tax year end cut off dates and other tax year information can be found here.
The facility to produce ad-hoc Costs and Charges disclosure is available now on Elevate
We will soon be sending Annual Costs and charges to clients covering the 3rd January 2018 to 5th January 2019 reporting period.
We will provide you with a further update when we are due to issue them and they will be provided either electronically or by post based on paperless communication preference.
We have created a number of documents to help you with any questions and show you how to generate ad-hoc Costs and charges:
If you have any further questions regarding this update, please get in touch with your usual Standard Life contact, or call our support team on 0345 600 2399.