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Why choose Elevate
Just look at all the potential benefits Elevate offers you and your clients:
| Improved service | Easy to use | Quick to set up | ||
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Elevate enables you to provide a more consistent, expert service to your clients, supported by powerful analysis and reporting tools. |
Elevate's user interface and intuitive technology mean you can begin trading in a matter of days. What’s more, you can rest assured we’re with you every step of the way. Find out more |
One client signature is all that’s required to activate each account. After that, you’re free to open up our core product wrappers, trade investments and arrange payments online. |
| More productive | Convenient and secure | Wide choice of funds | ||
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Less time completing paperwork means more time can be dedicated to growing your business. |
Online access means you can provide excellent service for your clients quickly, securely and whenever they need it. |
We’ve over 2,700 funds from more than 135 fund management groups to choose from. Online guided architecture and model portfolio functionality make it easy to choose the most suitable funds for your clients. |
| Flexible | Developed to be RDR* ready | No tie-in | ||
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With plenty of product wrappers to choose from, you’re sure to find a solution that suits both your clients and the way you want to charge for your services. Find out more |
Elevate has been developed with the proposed future Retail Distribution Review changes in mind. So you’re all set to tailor your approach to your client’s needs. | Unlike some other platform providers, Elevate won’t charge you to move client assets off the platform. If you decide we’re not right for you or your clients, we’ll help re-register your client’s assets, at no cost. |
*This is based on our understanding of the current RDR proposals, and is therefore subject to change.
| ELEVATE PLATFORM |
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Login to the Elevate platform to access illustrations, tools & services. |
| Award winning |
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Elevate provides an award-winning proposition. |
| SERVICE & SUPPORT |
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Get the most out of Elevate. We’re with you every step of the way. |
| Tools & Services |
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Try our suite of tools and services designed to make your life easier. |
| Investments |
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Elevate offers extensive investment choice, so you can help tailor a portfolio to your client’s requirements. |
