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Elevate platform

An efficient and competitively priced online investment platform.

Why Elevate?

Elevate is a simple, intuitive, easy to use platform, designed to be fully embedded into your adviser business or used on demand as a solution for a particular client need.

  • One-stop shop: all core tax wrappers and investment choices to cover a large range of financial planning needs.
  • Competitive price: excellent value for money, simple and transparent pricing, family discounts, no exit or switch charge.
  • Detailed reports: Comprehensive reporting that can be tailored to your needs and the needs of your clients.
  • Wide range of investment solutions: including discounted share classes, multi-asset funds and separately managed accounts.
  • Highly-rated and award-winning: Elevate has received an AKG "A" rating for financial strength, a gold service rating from Defaqto and has been voted Best Platform Provider (AUM up to £25bn) in the Schroders UK Platform Awards.

The value of investments can go down as well as up, and your clients could get back less than they paid in.

Interested in Elevate?

We've got all the information you need about Elevate, including information to help you decide on client suitability and due diligence.

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Elevate charges

Our simple and transparent pricing structure makes investing simpler for your clients. We pride ourselves on clear charging tiers and 'pay what you see' pricing.

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Separately Managed Accounts

Separately Managed Accounts on Elevate support you to efficiently invest in outsourced managed portfolio solutions for your clients.

Products

We offer comprehensive retirement and savings options, along with competitive charges and broad investment choices.

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Adviser and client reporting

From contributions and withdrawals to Portfolioscan snapshot reporting, you can track your clients' investments in an instant. You can even add your own branding.

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Awards and ratings

Elevate has received many ratings and awards in recognition of the support it gives to advisers and clients. You can view all of our achievements below.

Streamlined Retirement Planning

Fully online pension designed to simplify and streamline retirement advice.

Extensive investment choice

Elevate offers access to a wide range of funds, including a vast collection of discounted share classes.

Platform updates

We are continually investing in updates and improvements to the Elevate platform to make it better for you and your clients.