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Back office integration

You can save so much time by linking your client data on Elevate directly into your back office systems. Back office integration lets you spend more time on the really important things, like advising your clients face-to-face and growing your business.

Systems that integrate with Elevate

Back office systemValuations of client investmentsElectronic remunerationDownloads
Assyst   Registration form
User guide
Bluecoat software   Registration form
Dynamic planner N/A User guide
Durell  

Registration form

enable  

Registration form

User guide

Fastrak N/A

Registration form

User guide

iress

Adviser office

User guide

iress

xplan

Registration form

User guide
Intelliflo

Registration form

Valuations & EDI

jcs   User guide
Registration form
Plum software User guide
Time for advice

Registration form

User guide

True potential Registration form