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Features and benefits

Want to show your clients what Elevate could do for them?

Our investment platform delivers a variety of features that aim to make investing simpler, from transparent charging to back office integration and adviser service.

Our investment platform delivers a variety of features that aim to make investing simpler, from transparent charging to two-way integration and adviser service

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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.

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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.