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We’ve developed our SMA technology to support advisers.
Elevate offers access to separately managed account solutions from a range of discretionary managers (DFM), allowing you to invest for clients efficiently and at scale in outsourced model portfolio solutions.
Remember: Investment returns aren’t guaranteed. The value of investments can go down as well as up, and your clients could get back less than they paid in.
Elevate's Separately Managed Accounts technology means advisers can work more efficiently, with a simple process for buying, selling and switching SMAs.
On the platform, you can simply select an SMA from the dropdown list of available investments to get started. Any buy or sell trade instructions are managed directly by the platform, without the need for any DFM intervention.
SMA also makes cash management processes simpler. There’s no need to co-ordinate cash payments in and out of a model portfolio with the DFM, and ongoing client administration is easier too with straight through processing.
There are a range of DFMs available on Elevate. Before you select one, please contact the DFM first to sign up to their terms. You can find contact details for our DFM partners below.
Calls may be monitored and/or recorded to protect both you and us, and help with our training. Call charges will vary. There is no guarantee that any email will be received or will not have been tampered with. You should not send personal details by email.
Contact: Jim Stacey or Julie Borthwick
Email: firstname.lastname@example.org / email@example.com
Telephone: Jim 07712485394 / Julie 0131 2466740
Contact: Emmanuelle Mure
Telephone: 0131 300 2866
Contact: Josh Pedlar
Telephone: 0207 534 7628
Contact: Philip Valentine
Website : https://www.sanlam.co.uk/financial-advisers/products/model-portfolios
You can find out more about Elevate’s SMA’s in our adviser user guide.
We'll continue to add more Separately Managed Accounts from other DFMs over time. We will contact you when new DFMs have been added and you can also check the Elevate platform to stay up to date with new SMA options and features.
The Elevate adviser platform helps you deliver high quality financial planning at scale. With a growing range of technology, features and investment options, there is much to discover.
You can read our Elevate Due Diligence guide to get a view of what our platform can offer you. Alternatively, you can contact us to discuss your particular needs.
Elevate offers a wide range of fund options, including a large collection of discounted share classes.
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