Welcome to AXA’s investment platform for financial advisers

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A flexible, easy to use online investment platform that’s been developed with RDR in mind, delivering a solution for your clients and your business that’s designed to work today and be ready for tomorrow. So whatever the pace of change in your business, Elevate can grow with you.

The Elevate investment platform could be the ideal investment solution to help you grow your business and meet the increasingly complex requirements of both clients and regulators. Developed in consultation with advisers from across the UK, it provides a range of investment choices, planning and support tools.

Flexibility and service are at the very heart of Elevate. Our investment platform will be implemented to support your business and your clients. Whether as a competitive, no initial fee fund supermarket-style platform or as a holistic, wealth management wrap platform.

Whichever way you choose to utilise the strengths of Elevate, you can be assured of an investment platform designed to be intuitive and ready to help your business now and in the future.

This website is intended for financial advisers only and should not be distributed to, or relied upon by retail clients.

Elevate rated ‘eee’ & named as 'Best Newcomer'

On the 9th July 2009 the Elevate investment platform received the highest possible rating of ‘eee’ from the Finance & Technology Research Centre (F&TRC) http://www.ftrc.co.uk. Please note that this website may not be regulated by the Financial Services Authority and, as they are not operated by AXA, we cannot be liable for their content.

Elevate was also acknowledged by F&TRC as the 'Best newcomer' for wrap platforms.

Overall, we are proud that our industry can see the benefits of Elevate and what it can offer.

Excellence in Customer Experience Elevate award for customer service

AXA Distribution Services, which supports the Elevate investment platform through its customer services team, is the first AXA UK business to achieve ‘Excellence in Customer Experience’ accreditation, the UK’s most rigorous business accreditation which has become the benchmark for companies across all industries the UK, not just financial services. AXA Distribution Services was awarded a four star accreditation in its first fully operational year.

Fixed charging / or flexibility

Elevate offers the benefits of a fund supermarket and a wrap, enabling you to select the solution which best suits each of your clients. Highly flexible remuneration options put you in control of your income, not us.

A quick set-up process, 'one client signature' account activation and intuitive technology mean you could soon make new investments, manage portfolios and even arrange payments to your clients with a few mouse clicks.

And to make Elevate even better value, we've reduced the amount Elevate retains from the initial charge to 0% across all wrappers available through the composite charging structure.

Try us this ISA season. You've got nothing to lose. If we don't work for you, we'll help re-register your clients' assets elsewhere. At no cost.

Speak to your usual sales contact for more information, call us on 0845 300 4175 or click here.