This content is for Financial Advisers only, not customers. Not an adviser? Visit our customer site
My Elevate iPad app - Putting your clients in the picture
Given your client a clearer picture of how their money is doing. The free My Elevate app gives them an easy-to-understand snapshot of their portfolio 24/7.
The result? They feel fully informed and engaged, and can check their investments whenever they want to.
Introducing My Elevate
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.