• Platform pricing We pride ourselves on a clear and easy to understand pricing structure.

  • Transparent

    ‘Pay what you see’ pricing with a full breakdown of all payments provided.


    Flexible

    Move your clients’ money between funds with no extra charges for switching.


    Competitive

    Clear charging tiers that reduce fees as your clients’ investments increase.

  • Elevate charges at a glance
    Portfolio charge

    Our current charges

    Elevate Portfolio Charge p.a. Value of Elevate portfolio
    0.25% £1,500,000+
    0.30% £1,000,000 - £1,499,999
    0.33% £750,000 - £999,999
    0.36% £0 - £749,999

    Annual equivalent of the charge based on the value of the Elevate portfolio - regardless of tax wrapper.

    Other charges
  • Pre-fund your clients' investments - We automatically pre-fund all eligible contributions and fund switches at no extra cost to your clients.