Adviser Site

Tools

Our suite of online tools and services are designed to make your life easier.

Capped Drawdown Calculator

Helps you calculate the maximum monthly and annual incomes based on the funds available.

ISA Calculator

Quickly and easily gives you an indication of how your clients' investment could behave over time.

Fund prices, factsheets and KIIDs

Research and chart funds, or compare fund prices.

Inheritance Tax Calculator

Helps you to calculate whether your client's estate may be liable to UK Inheritance Tax.

AXA Isle of Man products only.

Lifetime cashflow planning tool (Voyant)

As an Elevate user, you have the opportunity to use Voyant Adviser, a sophisticated lifetime cashflow planning tool.

New Business Illustrations

You can produce pre-sale illustrations for Retirement Wealth Account and investment illustrations for the Investment Bond.
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