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When you use Elevate, you can manage all of your client's investments in one place, making it much easier for you both to see the bigger financial picture. As well as allowing you to place investment transactions quickly and securely on their behalf.
Watch our short overview video to find out the benefits of using Elevate.
Charges are easy to understand, and competitive with clear charging tiers, so if your client’s investment grows into the next tier up, our reduced charges apply to everything invested.
More on pricing
Choose whatever suits your clients’ needs best, from our range of over 5,000 funds from over 150 fund managers. We're constantly reviewing and expanding our investment fund range. Our range of investments includes:
For high net worth clients or those with more complex investments, outsourcing to a discretionary manager can make sense. The discretionary managers provide the appropriate level of risk management, asset allocation and portfolio re-balancing for these clients to help save you time.
Explore our range
You can open any of our core product wrappers, arrange payments and invest online, using the following wrappers:
See the products
Pre-funding means your client's money is invested faster, so it's in the market for longer. We provide pre-funding on fund switches, cheques and pension tax relief.
Find out more
Show your clients how their investments are performing, in a clear and considered way.
Your clients can use our free app to bring investments to life. MyElevate gives your clients a 12 month overview of their portfolio.
Whether you're looking for a ready-made portfolio for your client, want to build your own, or just want some recommendations, we can help.
To make sure it's delivering for you and your clients, we're constantly reviewing, updating and improving Elevate.