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Elevate is one of the leading platforms for two-way integration. That means that when you enter information like account details into Elevate the data automatically feeds into your back office system and vice versa. So you can use the information you already have about your clients for a range of data population functions on Elevate.
Two-way integration lets you:
And there’s one-way integration – giving you information flow from Elevate to your back office system.
Valuations & EDI