• Back office integration You can save so much time by linking your client data on Elevate directly into your back office systems. Back office integration lets you spend more time on the really important things, like advising your clients face-to-face and growing your business.
  • Introducing back office integration

    You can run your business more efficiently and avoid spending time re-keying data whilst managing your clients more effectively. Either two way or one-way integration is possible, depending on your back-office system.

    Two-way integration

    Elevate is one of the leading platforms for two-way integration. That means that when you enter information like account details into Elevate the data automatically feeds into your back office system and vice versa. So you can use the information you already have about your clients for a range of data population functions on Elevate.

    Two-way integration lets you:

    • Make an application for more than one product wrapper at once
    • Integrate top-ups and applications for extra product wrappers for existing Elevate clients
    • Use the automated valuation feed to keep you up to date with what your clients’ investments are worth

    One-way link

    And there’s one-way integration – giving you information flow from Elevate to your back office system.

  • Systems that integrate with Elevate

    Back office system Illustrations and applications for products Valuations of client investments Electronic remuneration Downloads
    Assyst Software logo

    Registration form
    User guide

    Bluecoat Software logo

    Registration form
    Dynamic planner logo

    N/A Quick guide
    User guide
    Durell logo

    Registration form
    Enable logo

    Registration form
    User guide
    Fastrak logo

    N/A User guide
    Iress logo
    Adviser office

    Quick guide
    User guide
    Iress logo
    xplan

    Registration form
    Quick guide
    User guide
    Intelliflo logo

    Registration form
    Valuations & EDI
    Quick guide
    Full guide
    JCS logo

    User guide
    Registration form
    Plum Software logo

    User guide
    T4A logo

    Registration form
    User guide
    True Potential logo

    Registration form
  • Investment tools - We've created a range of tools to help you plan for your client