• Tools - helping you and your clients to make smart choices

    We've created a range of tools to help you plan for your client. They can help you and your client make quicker, more informed decisions about how to invest.

  • Tools to help you visualise and explore your clients' goals

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    Retirement LifePlanning calculator

    Bring retirement planning to life for your clients and help them understand what their retirement income could be.

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    The LifePlanning toolkit

    For more personalised planning, pinpoint your clients' goals, view potential cashflows and identify tax efficiencies - all in one secure place.

  • Tools to help you research, shape and support investment decisions

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    Risk assessment tool

    Whether you're at your desk or on the move, use our quick and simple tool to explore your clients' attitude to risk.

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    Clean Share Class finder

    Designed to help you search for the cheapest clean or super clean equivalent of our Retail fund range.

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    ISA calculator

    Understand how your client’s Individual Savings Account could perform over time, and whether it’s right for them.

  • Research and compare our funds, view factsheets and build portfolios for your clients.
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    Produce illustrations for your clients

    Our simple illustrations will help you to have better-informed conversations with your client.

    • Retirement products off-platform - produce top-up illustrations for our retirement products.
      Find out more
    • Elevate Products- produce an illustration for an Elevate General Investment Account, ISA or Pension Investment Account
      Find out more
  • Your client can use the My Elevate app that lets them see how their investments are performing