• Helping to make your life easier Elevate offers a range of tools and numerous useful resources to help save you time, and keep you and your clients informed.
  • Tools to help you research, shape and support investment decisions
    Share class finder tool

    Our Share class finder tool helps you search for our cheapest equivalent funds (if) available from the Elevate investment range.

    GIA and ISA illustrations

    Use our straightforward tool to create personalised illustrations for your clients' GIAs or ISAs. Elevate PIA illustrations are available on the platform.

    Risk Assessment Tool

    Assess your client's attitude to investment risk with our risk assessment tool. It works on mobile and tablet so you can use it in the office or on the move.

  • Identify your clients' goals and create plans to achieve them
    Retirement LifePlanning

    Our framework supports your advice process, helping you guide conversations with your client around their retirement options.

    LifePlanning toolkit

    Model your clients' assets, income & goals bringing to life the impact of different market conditions and 'what-if' scenarios with our 'Let's See Cashflow Planner'. And create tax-effective income strategies for your clients with the Retirement income optimiser.

    Retirement Life Planning calculator

    The Retirement LifePlanning calculator helps make your planning conversations more meaningful.

  • Literature library - Browse our library to download key features documents, terms and conditions, customer guides and much more.