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Features and benefits

Elevate offers you platform features to help you deliver high quality financial planning at scale

Meaning your clients benefit from:

  • flexible withdrawal options
  • fast payment of benefits
  • tax efficient regular payment across multiple tax wrappers
  • pre-funding throughout the retirement journey

Simple and intuitive to use, with fast and efficient straight-through processing, Elevate gives you access to a wide range of reports, to help you manage your clients’ investments and support your business processes.

Find out more about Elevate

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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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Pre-funding

Even a day's delay could leave your clients missing out on valuable growth. So we'll pre-fund your clients' investments while we wait for their funds to be cleared.

Streamlined Retirement Planning

Fully online pension designed to simplify and streamline retirement advice.

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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 - and even add your own branding.

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Back office integration

Link your client data on Elevate directly into your back office systems. Elevate's integration lets you run your business more efficiently.