Tools & Services

Elevate helps you research and evaluate investments.

• Our online investment selection tool enables you to search through thousands of investments from different providers, quickly and easily, using a comprehensive set of investment filters.
• Elevate’s charting tool lets you map performance between defined dates, enabling you to chart market performance and compare investments to the benchmarks of your choice.
• You can also compare individual investments by returns, volatility ratings, asset allocation, sector splits and more as well as producing adviser and client specific fund fact sheets.

Please remember that the value of investments can fall as well as rise and is not guaranteed. Your clients could get back less than they invest. Furthermore, past performance is not a guide to future performance.