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Investments

Access to extensive investment choice

We understand that quality, choice and cost are important factors when selecting investments for your clients. That's why Elevate offers a comprehensive range of funds that includes an extensive collection of discounted share classes.

Offering the platform features expected for high quality financial planning,

Elevate can help you meet the investment needs of your clients.

  • Risk assessment tools and model portfolio functionality, supported by independent asset allocation templates that flow through to flexible client reporting
  • Whole of market range - over 3,500 funds from over 150 fund managers
  • Streamlined administration of investment portfolios with options to insource or outsource
  • Access to over 430 superclean share classes
  • Paperless document options available

Find out more about Elevate

Standard Life Investments

Super clean share classes

Super clean share classes typically provide lower charges compared to the equivalent standard clean share class.
Charges may change in the future

Discretionary fund management

Discretionary fund management

You can outsource investment management, asset allocation and portfolio rebalancing. Take a look at the fund managers you can appoint on Elevate.

Stockbroking options

Stockbroking options

Other investment ranges include: Sterling denominated stocks and shares, investment trusts, and Exchanged Traded Funds (ETFs). Contact your relationship manager for further information.

View the latest Corporate actions that might affect your clients' investments.