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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.
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:
And there’s one-way integration – giving you information flow from Elevate to your back office system.
Systems that integrate with Elevate
Investment tools - We've created a range of tools to help you plan for your client