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Is Elevate right for your clients?

This page has all the information you need before deciding to use Elevate for your clients. We also explain how to get access to Elevate and how to migrate existing client assets.

Due diligence

We understand there’s a lot to consider when choosing an right investment platform for your clients. Elevate has a broad range of useful features and benefits. It’s a one-stop shop for core tax wrappers and investment choices that cover a broad range of goals and needs.

Elevate offers all the essentials you need to help deliver the outcomes that are important to your clients. Whether you want to use Elevate's full range of features, products and investments or use on demand just the features and solutions that help meet a particular client need, Elevate is designed to make it easy for you to do both.

You can read our Elevate due diligence guide to get a view of what our platform can offer you. Alternatively, you can contact us to discuss your particular needs.

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

Phone

Contact us today

If you're considering using Elevate then call us on:

0345 600 2399
We're here to help Monday - Friday, 8am - 6pm. Call charges will vary.

If you're not already using Elevate and want to find out more then call us on:
0345 272 6622
We're here to help Monday - Friday, 9am - 5pm.

2. Review suitability for your clients

Check your clients' suitability with our client guide. It will explore if Elevate is right for them and show them what they can expect from the platform.

Client Suitability

We have more information to help you decide if Elevate is a suitable platform for your clients.

In the brochure below we explore what kind of clients our platform is built for and what they could expect from Elevate.

Asset migration

We can support you through the full process of transitioning your clients onto Elevate. This will enable you to consolidate, leading to increased efficiency and flexibility in your business as well as giving you access to the tax wrappers and investment solutions that cover a broad range of your client’s financial planning needs.