• Back office integration

    You can save so much time by linking your client data on Elevate directly into your back office systems. Back office integration lets you spend more time on the really important things, like advising your clients face-to-face and growing your business.

    You can run your business more efficiently and avoid spending time re-keying data whilst managing your clients more effectively. Either two way or one-way integration is possible, depending on your back-office system.
  • Two-way integration

    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:

    • Make an application for more than one product wrapper at once
    • Integrate top-ups and applications for extra product wrappers for existing Elevate clients
    • Use the automated valuation feed to keep you up to date with what your clients’ investments are worth
    One-way Link

    And there’s one-way integration – giving you information flow from Elevate to your back office system.

  • Systems that integrate with Elevate

    Back office system Illustrations and applications for products Valuations of client investments Electronic remuneration
    Downloads
    assyst

    User guide

    Bluecoat

    Registration form

    Distribution Technology Dynamic Planner

    n/a

    User guide

    Quick guide

    Durell

    Registration form

    Enable

    Registration form

    User guide

    fastrak

    n/a

    User guide

    iress

    Adviser Office

    User guide

    Quick guide

    iress

    XPLAN

    Registration form

    User guide

    Quick guide

    intelliflo

    Registration form

    Valuations & EDI

    Quick guide

    Full guide

    jcs

    User guide

    plumsoft

    User guide

    true potential

    Registration form

  • Find out more about our other Elevate tools and services
  • Let us know how we can make Elevate work better for you. Call us on 0345 600 2399.
    Lines are open between 8am and 6pm, Monday to Friday.
    We sometimes record telephone calls to help with training, service and security.