Technology & tools[

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Processes and tools to support your service

The technology behind Elevate is geared towards supporting an end-to-end financial planning process with a range of tools designed to:

• help you offer a more consistent service to your clients;
• help reduce risk in your business; and,
• help reduce administration time and costs.

All of which supports you in spending productive time with your clients.

Performance and transaction reporting
Memoitem and Portfolioscan™ tools put you in control of portfolio management and help you provide valuable insights for your clients.

• With timely, relevant reports at your fingertips you can keep your clients updated with their portfolio performance and share key information with them as and when you want to.
• Being able to provide an overview of each client’s portfolio could help save the paper chase for income tax and capital gains reporting, potentially saving your clients time and accountancy fees.

Simple re-registration
Our position is that Elevate will not charge for the re-registration of investments on or off the platform. Charges may be applied by other parties involved in the re-registration process.

Re-registering of investments onto Elevate is subject to the availability of the fund on the platform and the agreement of the existing fund manager.

Online view
Online business submission, processing and management.

• You can choose to let your clients have online access to view their portfolios.
• Elevate can also be configured to provide different access levels for advisers, para-planners and administrative staff.
  

Investment and client reporting

Performance reporting
Compare individual funds against each other – not just returns, but volatility ratings, asset splits, costs and how they have performed against specific stock markets.

Memoitem
Record the value of investments held outside the Elevate platform. If your client can’t or doesn’t want to consolidate all of their investments onto the Elevate platform, you can still provide them with a broader overview of their assets using this tool. The Memoitem could be particularly useful for recording the value of pension schemes, shares held in company sharesaves or even cash holdings, such as a Cash Individual Savings Account.

Portfolioscan™
Produce an immediate picture of your clients’ investments, their value and the transactions that have taken place. You can also set different parameters to produce specific reports, such as reports over particular periods or for specific product wrappers.

Transaction histories
Understand all the movements on your clients’ Elevate accounts at the touch of a button. This could help with any Capital Gains Tax calculations you may have to do and will certainly contribute to your clients’ reviews if appropriate.

Fund search/selection
Elevate aims to remove the need for you to deal with numerous product providers. Instead of manually checking through a large number of funds, the online fund selection tool lets you search for funds using different criteria. You can even set up and search on your own panel of funds and portfolios.

Charting
Our charting tool lets you map historical prices instead of having to watch the price of stocks and shares day in and out.

Click through to find out how our flexible charging structure could support your remuneration model.