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'Pay what you see' pricing with a full breakdown of all payments provided.
Move your clients' money between funds with no extra charges for switching.
Clear charging tiers that reduce fees as your clients' investments increase.
For customers, understanding the world of investments can be difficult. Which is why we've made our platform pricing simple, with clearly defined charging tiers based upon the amount your client has invested in Elevate.
Your clients are always charged the lowest portfolio charge they qualify for with our simple, tiered pricing structure. And when a reduced tier is reached, this charge applies to their whole portfolio.
Your clients' money can move between funds with no extra charges for fund switching. There are also no additional charges for model portfolio functionality or tools such as our risk profile questionnaire. And there are no withdrawal or transfer out charges.
Clients who link accounts with family members could see their charges fall even further by qualifying for a lower price tier.