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Adviser and client reporting

With over 40 reports available that can be directly generated from the Elevate platform, our reporting gives you a wealth of options.

How can you benefit from Elevate's reporting options?

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Save time and effort

Export useful PDF reports instantly in preparation for your client reviews.

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Bespoke reporting

Make reports personal with your own insight, analysis - even your firm's branding.

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Management information

Export the information you need quickly to manage your clients and business efficiently.

What reporting options does Elevate offer?

Client reports  

Whether you need a current portfolio valuation or a capital gains tax report, you'll find a spectrum of downloadable reports for use in your client meetings. Or, you can export as much data as you require for inclusion in your own reports.

For example, Portfolioscan™ lets you produce comprehensive portfolio analysis tailored to the needs of your clients. It supports the following features:

  • Modular reporting options - build bespoke reports to match the specific needs of each client
  • Portfolio breakdown by asset class, geographic region and stock sector
  • Report actual portfolio (discrete and cumulative) performance and measure against popular benchmarks
  • Fund performance and information
  • Dual brand reports to include your firm's logo
  • Personalise reports with your own commentary and insight
  • Generate easy to understand reports in either Microsoft Word or PDF formats.

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My Elevate app

Give your client a clearer picture of how their money is doing no matter where they are with our free iPad app.

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Latest enhancements

You need a platform that keeps you up to date and ready to meet tomorrow's challenges. That's why we keep updating Elevate, so that it's better for you and your clients.