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The result? They feel fully informed and engaged, and can check on their investments whenever they want to.
The app is a quick and easy way to bring investments to life with charts, graphs and summaries. Your client can see how their portfolio has performed over 12 months. They'll need their Elevate log in to use My Elevate. If they don't already have a log in, you can get one for them on the Elevate platform. Find out more from the pdf guide to My Elevate.
Download the guide to My Elevate
Features and benefits of Elevate - Our investment platform delivers a variety of features that aim to make investing simpler, from transparent charging to two-way integration and adviser service.