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As this is a Web App it works on all mobiles and tablets, including iPhone and iPad, so you can use it in the office or on the move. And once you've downloaded it onto your device, you can even use it offline.
Want to understand your client's attitude to risk? Try our Risk Assessment Tool.
You can find the Risk Assessment Tool:
Our Risk Assessment Tool, allows you to:
Elevate has a number of risk profiled investment options that can be used.
Download our FAQs
Please bear in mind
The Risk Assessment Tool helps you easily capture your client's attitude to risk.
It's designed to give you an idea of risk ratings and asset allocation based on the answers your client has provided. There are limitations with the Risk Assessment Tool. See our Frequently Asked Questions or, for more detailed information, download the