How Elevate works[

Having defined your business model and client offer you’ll want to ensure that the platform you select has the right functionality to support your structure and procedures.

Our mission in developing Elevate is to provide optimum service for you and your clients, through a framework that is:

Flexible – modular technology so that you can choose which features are most suitable for your business and your clients, set varying access levels amongst your staff and enable your clients to view their portfolios online.

Configurable – features on the platform to enable you to construct your own model investment portfolios and customise aspects of the platform to suit your business.

Straightforward – a charging structure that’s transparent for you and your clients.

Convenient – with straight-through processing so you won’t need to key in your clients' details repeatedly and the ability to integrate with Adviser Office from 1st - The Exchange and Intelliflo back-office systems (please note that these websites may not be regulated by the Financial Services Authority and as they are not operated by AXA we cannot be liable for their content).

One of our key partners in the development and delivery of Elevate is the award winning software company FNZ. FNZ are specialists in designing, implementing and managing platform systems in New Zealand as well as the UK. (FNZ: Best Platform Software Provider, adnitor UK Platform Awards 2008).

You’ll find further details on how Elevate could support you and your business in the Charging structure and Support tools sections.

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Charging Structure
Technology and tools

Coming soon: The Elevate platform demonstration - A step by step guide through features on the platform.