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The result? They feel fully informed and engaged, and can check 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 login, you can get one for them on the Elevate platform. Find out more from the pdf guide to My Elevate.