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Super clean share class finder
Our Super clean share class finder tool helps you search for Super clean equivalent funds (if) available for Retail or Clean funds from the Elevate investment range. More information.
Elevate General Investment and ISA illustrations
Use our straightforward tool to create personalised illustrations for your clients' General Investment Accounts or ISAs. Elevate PIA illustrations are available through the Elevate new business wizard. More information.
Use our ISA calculator to project how your clients' investments could grow - even up to 30 years - helping you and your clients plan for the future.
Risk assessment tool
Understand your client's attitude to risk with our simple app by answering a number of risk-based questions to generate a risk-profiled report based on your client's responses. More information.
Use our LifePlanning toolkit to model your clients' assets, income & goals bringing to life the impact of different market conditions with our 'Let's See Cashflow Planner'. You can also create tax-effective income strategies for your clients with the Retirement income optimiser. More information.
Retirement LifePlanning calculator
Engage your clients in the retirement planning process, with our quick and easy tool that helps them visualise what their retirement income could be. More information.
Back office links
We've partnered with a number of the market leading back office systems so you can link your clients' data directly to your back office for up-to-date valuations, electronic remunerations and even new business.
Create reports for your clients' investments using PortfolioScan and tailor them to present a breakdown of investments by asset class, stock sector and location. Include your own company logo and add your commentary capturing your own views and analysis.
Contributions and withdrawals report
Use our Elevate Contributions and withdrawals report to stay in control of your clients' information for individual clients and across your whole business.
My Elevate App
Access our free My Elevate app for iPad, offering your clients an easy-to-understand snapshot of their portfolio.