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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

three way money

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.



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.


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.


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.